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Gyrus Investment Management’s Coca-Cola KO Stock Holding History

Gyrus Investment Management’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 		– Sell
-168,349
Closed -$7.11M – 108
2014
Q4 		$7.11M Buy
168,349
+10,325
+7% +$441K 1.17% 34
2014
Q3 		$6.74M Buy
158,024
+19,750
+14% +$817K 1.18% 34
2014
Q2 		$5.86M Sell
138,274
-550
-0.4% -$22.3K 1.05% 40
2014
Q1 		$5.92M Sell
138,824
-6,325
-4% -$244K 1.03% 40
2013
Q4 		$6.37M Buy
145,149
+11,250
+8% +$444K 1.33% 31
2013
Q3 		$5.21M Sell
133,899
-223
-0.2% -$8.81K 1.14% 37
2013
Q2 		$5.67M Buy
+134,122
New +$5.55M 1.28% 33

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

Gyrus Investment Management's KO Position: Q1 2015 in Review

Gyrus Investment Management sold out of Coca-Cola (KO) in Q1 2015, closing a stake of 168,349 shares — an estimated $7.11M sold.

Gyrus Investment Management first reported a position in KO in Q2 2013 and held it in 7 quarters. The position peaked at $7.11M in Q4 2014. 1,655 funds tracked by Wall St. Rank hold KO as of Q1 2015.

  • Gyrus Investment Management reported no remaining Coca-Cola position as of Q1 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 168,349 Coca-Cola shares in Q1 2015, an estimated $7.11M.
  • Gyrus Investment Management first reported a position in Coca-Cola in Q2 2013 and held it in 7 quarters.
  • Gyrus Investment Management's Coca-Cola position peaked at $7.11M in Q4 2014.
  • 1,655 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2015.

Based on Gyrus Investment Management's 13F filing for Q1 2015, filed 14 May 2015.