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Fiera Capital’s Coca-Cola KO Stock Holding History

Fiera Capital’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
2013
Q3 		$20.4M Buy
539,320
+11,350
+2% +$449K 1.34% 30
2013
Q2 		$21.2M Buy
+527,970
New +$21.9M 1.51% 28

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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fiera Capital's KO Position: Q3 2013 in Review

Fiera Capital increased its Coca-Cola (KO) stake by 2.1% in Q3 2013, buying an estimated $449K and bringing the position to 539,320 shares worth $20.4M. The position accounts for 1.34% of the portfolio, ranked #30.

Fiera Capital first reported a position in KO in Q2 2013 and has held it in 2 quarters since. The position peaked at $21.2M in Q2 2013. 1,463 funds tracked by Wall St. Rank hold KO as of Q3 2013.

  • Fiera Capital held 539,320 shares of Coca-Cola worth $20.4M as of Q3 2013.
  • Fiera Capital bought 11,350 Coca-Cola shares in Q3 2013, an estimated $449K.
  • Coca-Cola made up 1.34% of Fiera Capital's portfolio in Q3 2013, its #30 holding.
  • Fiera Capital first reported a position in Coca-Cola in Q2 2013 and has held it in 2 quarters since.
  • Fiera Capital's Coca-Cola position peaked at $21.2M in Q2 2013.
  • 1,463 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2013.

Based on Fiera Capital's 13F filing for Q3 2013, filed 14 Nov 2013.