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FCM Investments’s Coca-Cola KO Stock Holding History

FCM Investments’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
Q1 		– Sell
-148
Closed -$6K – 104
2013
Q4 		$6K Hold
148
– – ﹤0.01% 111
2013
Q3 		$6K Hold
148
– – ﹤0.01% 110
2013
Q2 		$6K Buy
+148
New +$6.13K ﹤0.01% 113

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

FCM Investments's KO Position: Q1 2014 in Review

FCM Investments sold out of Coca-Cola (KO) in Q1 2014, closing a stake of 148 shares — an estimated $6K sold.

FCM Investments first reported a position in KO in Q2 2013 and held it in 3 quarters. The position peaked at $6K in Q4 2013. 1,573 funds tracked by Wall St. Rank hold KO as of Q1 2014.

  • FCM Investments reported no remaining Coca-Cola position as of Q1 2014 after selling out during the quarter.
  • FCM Investments sold 148 Coca-Cola shares in Q1 2014, an estimated $6K.
  • FCM Investments first reported a position in Coca-Cola in Q2 2013 and held it in 3 quarters.
  • FCM Investments's Coca-Cola position peaked at $6K in Q4 2013.
  • 1,573 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2014.

Based on FCM Investments's 13F filing for Q1 2014, filed 22 Apr 2014.