Guardian Investor Services’s Coca-Cola KO Stock Holding History

Guardian Investor 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
2015 Q1	$1.1M	Sell	27,138 -136	-0.5%	-$5.69K	0.87%	19
2014 Q4	$1.15M	Sell	27,274 -725	-3%	-$31K	0.91%	17
2014 Q3	$1.19M	Sell	27,999 -185	-0.7%	-$7.65K	0.96%	19
2014 Q2	$1.19M	Sell	28,184 -1,100	-4%	-$44.6K	0.92%	18
2014 Q1	$1.13M	Sell	29,284 -1,270	-4%	-$49.1K	0.88%	17
2013 Q4	$1.26M	Sell	30,554 -132	-0.4%	-$5.21K	0.96%	17
2013 Q3	$1.16M	Sell	30,686 -448	-1%	-$17.7K	0.97%	17
2013 Q2	$1.25M	Buy	+31,134	New	+$1.29M	1.07%	15

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

BIT

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

BFA

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

Guardian Investor Services's KO Position: Q1 2015 in Review

Guardian Investor Services reduced its Coca-Cola (KO) stake by 0.5% in Q1 2015, selling an estimated $5.69K and leaving 27,138 shares worth $1.1M. The position accounts for 0.87% of the portfolio, ranked #19.

Guardian Investor Services first reported a position in KO in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.26M in Q4 2013. 1,655 funds tracked by Wall St. Rank hold KO as of Q1 2015.

Guardian Investor Services held 27,138 shares of Coca-Cola worth $1.1M as of Q1 2015.
Guardian Investor Services sold 136 Coca-Cola shares in Q1 2015, an estimated $5.69K.
Coca-Cola made up 0.87% of Guardian Investor Services's portfolio in Q1 2015, its #19 holding.
Guardian Investor Services first reported a position in Coca-Cola in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Coca-Cola position peaked at $1.26M in Q4 2013.
1,655 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.