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Holt-Smith Advisors’s Coca-Cola KO Stock Holding History

Holt-Smith Advisors’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
Q2 		$1.09M Buy
+27,085
New +$1.12M 1.53% 10

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Holt-Smith Advisors's KO Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in Coca-Cola (KO) in Q2 2013: 27,085 shares worth $1.09M. The stake represents 1.53% of the portfolio and ranks #10 among its holdings.

1,477 funds tracked by Wall St. Rank hold KO as of Q2 2013.

  • Holt-Smith Advisors held 27,085 shares of Coca-Cola worth $1.09M as of Q2 2013.
  • Coca-Cola was a new Holt-Smith Advisors position in Q2 2013.
  • Coca-Cola made up 1.53% of Holt-Smith Advisors's portfolio in Q2 2013, its #10 holding.
  • 1,477 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.