First New York Securities’s Coca-Cola KO Stock Holding History

First New York Securities’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
2016 Q2	–	Sell	-150	Closed	-$13.9K	–	268
2016 Q1	$13.9K	Buy	+150	New	+$6.53K	0.01%	165
2014 Q1	–	Sell	-40,000	Closed	-$1.65M	–	432
2013 Q4	$1.65M	Buy	+40,000	New	+$1.58M	1%	25

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First New York Securities's KO Position: Q2 2016 in Review

First New York Securities sold out of Coca-Cola (KO) in Q2 2016, closing a stake of 19,000 shares — an estimated $881K sold.

First New York Securities first reported a position in KO in Q4 2013 and held it in 3 quarters. The position peaked at $1.03M in Q4 2013. 1,744 funds tracked by Wall St. Rank hold KO as of Q2 2016.

First New York Securities reported no remaining Coca-Cola position as of Q2 2016 after selling out during the quarter.
First New York Securities sold 19,000 Coca-Cola shares in Q2 2016, an estimated $881K.
First New York Securities first reported a position in Coca-Cola in Q4 2013 and held it in 3 quarters.
First New York Securities's Coca-Cola position peaked at $1.03M in Q4 2013.
1,744 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2016.

Based on First New York Securities's 13F filing for Q2 2016, filed 27 Jul 2016.