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FMA Advisory’s Coca-Cola KO Stock Holding History

FMA Advisory’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
Q4 		$908K Sell
21,516
-905
-4% -$38.6K 0.32% 102
2014
Q3 		$956K Buy
22,421
+2,021
+10% +$83.6K 0.35% 100
2014
Q2 		$864K Buy
20,400
+349
+2% +$14.2K 0.32% 100
2014
Q1 		$775K Buy
20,051
+5,655
+39% +$218K 0.3% 101
2013
Q4 		$595K Buy
14,396
+435
+3% +$17.2K 0.24% 105
2013
Q3 		$529K Sell
13,961
-158
-1% -$6.25K 0.21% 123
2013
Q2 		$566K Buy
+14,119
New +$585K 0.24% 114

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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