Fiduciary Services Corp’s Coca-Cola KO Stock Holding History

Fiduciary Services Corp’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	$6.95M	Sell	171,492 -346	-0.2%	-$14.5K	2.28%	4
2014 Q4	$7.25M	Sell	171,838 -2,934	-2%	-$125K	2.5%	3
2014 Q3	$7.46M	Sell	174,772 -5,072	-3%	-$210K	2.74%	2
2014 Q2	$7.62M	Sell	179,844 -2,456	-1%	-$99.7K	2.86%	3
2014 Q1	$7.05M	Sell	182,300 -1,858	-1%	-$71.8K	2.81%	2
2013 Q4	$7.61M	Sell	184,158 -7,739	-4%	-$305K	3.04%	2
2013 Q3	$7.27M	Sell	191,897 -85,370	-31%	-$3.37M	3.22%	2
2013 Q2	$11.1M	Buy	+277,267	New	+$11.5M	4.94%	1

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

Fiduciary Services Corp's KO Position: Q1 2015 in Review

Fiduciary Services Corp reduced its Coca-Cola (KO) stake by 0.2% in Q1 2015, selling an estimated $14.5K and leaving 171,492 shares worth $6.95M. The position accounts for 2.28% of the portfolio, ranked #4.

Fiduciary Services Corp first reported a position in KO in Q2 2013 and has held it in 8 quarters since. The position peaked at $11.1M in Q2 2013. 1,654 funds tracked by Wall St. Rank hold KO as of Q1 2015.

Fiduciary Services Corp held 171,492 shares of Coca-Cola worth $6.95M as of Q1 2015.
Fiduciary Services Corp sold 346 Coca-Cola shares in Q1 2015, an estimated $14.5K.
Coca-Cola made up 2.28% of Fiduciary Services Corp's portfolio in Q1 2015, its #4 holding.
Fiduciary Services Corp first reported a position in Coca-Cola in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's Coca-Cola position peaked at $11.1M in Q2 2013.
1,654 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.