Ground Swell Capital’s Coca-Cola KO Stock Holding History

Ground Swell Capital’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 Q3	$284K	Buy	6,654 +2,412	+57%	+$99.7K	0.54%	23
2014 Q2	$180K	Buy	+4,242	New	+$172K	0.35%	27

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Ground Swell Capital's KO Position: Q3 2014 in Review

Ground Swell Capital increased its Coca-Cola (KO) stake by 57% in Q3 2014, buying an estimated $99.7K and bringing the position to 6,654 shares worth $284K. The position accounts for 0.54% of the portfolio, ranked #23.

Ground Swell Capital first reported a position in KO in Q2 2014 and has held it in 2 quarters since. 1,583 funds tracked by Wall St. Rank hold KO as of Q3 2014.

Ground Swell Capital held 6,654 shares of Coca-Cola worth $284K as of Q3 2014.
Ground Swell Capital bought 2,412 Coca-Cola shares in Q3 2014, an estimated $99.7K.
Coca-Cola made up 0.54% of Ground Swell Capital's portfolio in Q3 2014, its #23 holding.
Ground Swell Capital first reported a position in Coca-Cola in Q2 2014 and has held it in 2 quarters since.
1,583 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.