Hershey Trust Company’s Coca-Cola KO Stock Holding History

Hershey Trust Company’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
2013 Q3	–	Sell	-27,070	Closed	-$1.09M	–	37
2013 Q2	$1.09M	Buy	+27,070	New	+$1.12M	0.02%	70

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

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

Hershey Trust Company's KO Position: Q3 2013 in Review

Hershey Trust Company sold out of Coca-Cola (KO) in Q3 2013, closing a stake of 27,070 shares — an estimated $1.09M sold.

Hershey Trust Company first reported a position in KO in Q2 2013 and held it in 1 quarter. The position peaked at $1.09M in Q2 2013. 1,464 funds tracked by Wall St. Rank hold KO as of Q3 2013.

Hershey Trust Company reported no remaining Coca-Cola position as of Q3 2013 after selling out during the quarter.
Hershey Trust Company sold 27,070 Coca-Cola shares in Q3 2013, an estimated $1.09M.
Hershey Trust Company first reported a position in Coca-Cola in Q2 2013 and held it in 1 quarter.
Hershey Trust Company's Coca-Cola position peaked at $1.09M in Q2 2013.
1,464 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2013.

Based on Hershey Trust Company's 13F filing for Q3 2013, filed 21 Oct 2013.