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Fusion Investment Group’s Coca-Cola KO Stock Holding History

Fusion Investment Group’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
Q4 		– Sell
-230
Closed -$9K – 116
2015
Q3 		$9K Buy
+230
New +$9.21K 0.02% 131
2014
Q4 		– Sell
-4,602
Closed -$197K – 161
2014
Q3 		$197K Sell
4,602
-70
-1% -$2.89K 0.17% 79
2014
Q2 		$197K Sell
4,672
-4,720
-50% -$192K 0.17% 93
2014
Q1 		$364K Sell
9,392
-1,115
-11% -$43.1K 0.37% 43
2013
Q4 		$434K Buy
+10,507
New +$414K 0.32% 70

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
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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fusion Investment Group's KO Position: Q4 2015 in Review

Fusion Investment Group sold out of Coca-Cola (KO) in Q4 2015, closing a stake of 230 shares — an estimated $9K sold.

Fusion Investment Group first reported a position in KO in Q4 2013 and held it in 5 quarters. The position peaked at $434K in Q4 2013. 1,692 funds tracked by Wall St. Rank hold KO as of Q4 2015.

  • Fusion Investment Group reported no remaining Coca-Cola position as of Q4 2015 after selling out during the quarter.
  • Fusion Investment Group sold 230 Coca-Cola shares in Q4 2015, an estimated $9K.
  • Fusion Investment Group first reported a position in Coca-Cola in Q4 2013 and held it in 5 quarters.
  • Fusion Investment Group's Coca-Cola position peaked at $434K in Q4 2013.
  • 1,692 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.