FBT
KO icon

Founders Bank & Trust’s Coca-Cola KO Stock Holding History

Founders Bank & Trust’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 		$1.22M Sell
28,841
-209
-0.7% -$8.93K 0.64% 25
2014
Q3 		$1.24M Buy
29,050
+1,003
+4% +$41.5K 0.7% 24
2014
Q2 		$1.19M Buy
28,047
+8,556
+44% +$347K 0.66% 24
2014
Q1 		$754K Buy
19,491
+2,660
+16% +$103K 0.44% 38
2013
Q4 		$633K Sell
16,831
-696
-4% -$27.5K 0.37% 44
2013
Q3 		$664K Buy
17,527
+419
+2% +$16.6K 0.34% 40
2013
Q2 		$686K Buy
+17,108
New +$708K 0.37% 37

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Founders Bank & Trust's KO Position: Q4 2014 in Review

Founders Bank & Trust reduced its Coca-Cola (KO) stake by 0.72% in Q4 2014, selling an estimated $8.93K and leaving 28,841 shares worth $1.22M. The position accounts for 0.64% of the portfolio, ranked #25.

Founders Bank & Trust first reported a position in KO in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.24M in Q3 2014. 1,651 funds tracked by Wall St. Rank hold KO as of Q4 2014.

  • Founders Bank & Trust held 28,841 shares of Coca-Cola worth $1.22M as of Q4 2014.
  • Founders Bank & Trust sold 209 Coca-Cola shares in Q4 2014, an estimated $8.93K.
  • Coca-Cola made up 0.64% of Founders Bank & Trust's portfolio in Q4 2014, its #25 holding.
  • Founders Bank & Trust first reported a position in Coca-Cola in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's Coca-Cola position peaked at $1.24M in Q3 2014.
  • 1,651 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.