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Gary Goldberg Planning Services’s Coca-Cola KO Stock Holding History

Gary Goldberg Planning Services’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 		$494K Sell
11,698
-1,018
-8% -$43.5K 0.21% 64
2014
Q3 		$542K Buy
12,716
+2,114
+20% +$87.4K 0.23% 63
2014
Q2 		$449K Buy
10,602
+1,185
+13% +$48.1K 0.2% 73
2014
Q1 		$364K Buy
9,417
+594
+7% +$22.9K 0.18% 73
2013
Q4 		$364K Sell
8,823
-2,520
-22% -$99.4K 0.21% 66
2013
Q3 		$430K Buy
11,343
+594
+6% +$23.5K 0.26% 60
2013
Q2 		$431K Buy
+10,749
New +$445K 0.28% 55

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

Gary Goldberg Planning Services's KO Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Coca-Cola (KO) stake by 8% in Q4 2014, selling an estimated $43.5K and leaving 11,698 shares worth $494K. The position accounts for 0.21% of the portfolio, ranked #64.

Gary Goldberg Planning Services first reported a position in KO in Q2 2013 and has held it in 7 quarters since. The position peaked at $542K in Q3 2014. 1,649 funds tracked by Wall St. Rank hold KO as of Q4 2014.

  • Gary Goldberg Planning Services held 11,698 shares of Coca-Cola worth $494K as of Q4 2014.
  • Gary Goldberg Planning Services sold 1,018 Coca-Cola shares in Q4 2014, an estimated $43.5K.
  • Coca-Cola made up 0.21% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #64 holding.
  • Gary Goldberg Planning Services first reported a position in Coca-Cola in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Coca-Cola position peaked at $542K in Q3 2014.
  • 1,649 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.