David A. Lorber’s Coca-Cola KO Stock Holding History

David A. Lorber’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-15,156	Closed	-$640K	–	35
2014 Q4	$640K	Buy	+15,156	New	+$647K	1.91%	14

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

David A. Lorber's KO Position: Q1 2015 in Review

David A. Lorber sold out of Coca-Cola (KO) in Q1 2015, closing a stake of 15,156 shares — an estimated $640K sold.

David A. Lorber first reported a position in KO in Q4 2014 and held it in 1 quarter. The position peaked at $640K in Q4 2014. 1,655 funds tracked by Wall St. Rank hold KO as of Q1 2015.

David A. Lorber reported no remaining Coca-Cola position as of Q1 2015 after selling out during the quarter.
David A. Lorber sold 15,156 Coca-Cola shares in Q1 2015, an estimated $640K.
David A. Lorber first reported a position in Coca-Cola in Q4 2014 and held it in 1 quarter.
David A. Lorber's Coca-Cola position peaked at $640K in Q4 2014.
1,655 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2015.

Based on David A. Lorber's 13F filing for Q1 2015, filed 15 May 2015.