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Detwiler Fenton Investment Management’s Coca-Cola KO Stock Holding History

Detwiler Fenton Investment Management’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
2014
Q2 		– Sell
-5,500
Closed -$213K – 108
2014
Q1 		$213K Hold
5,500
– – 0.18% 89
2013
Q4 		$227K Hold
5,500
– – 0.2% 95
2013
Q3 		$208K Sell
5,500
-2,500
-31% -$98.8K 0.18% 104
2013
Q2 		$321K Buy
+8,000
New +$331K 0.33% 75

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Detwiler Fenton Investment Management's KO Position: Q2 2014 in Review

Detwiler Fenton Investment Management sold out of Coca-Cola (KO) in Q2 2014, closing a stake of 5,500 shares — an estimated $213K sold.

Detwiler Fenton Investment Management first reported a position in KO in Q2 2013 and held it in 4 quarters. The position peaked at $321K in Q2 2013. 1,583 funds tracked by Wall St. Rank hold KO as of Q2 2014.

  • Detwiler Fenton Investment Management reported no remaining Coca-Cola position as of Q2 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 5,500 Coca-Cola shares in Q2 2014, an estimated $213K.
  • Detwiler Fenton Investment Management first reported a position in Coca-Cola in Q2 2013 and held it in 4 quarters.
  • Detwiler Fenton Investment Management's Coca-Cola position peaked at $321K in Q2 2013.
  • 1,583 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q2 2014, filed 7 Aug 2014.