HT Partners’s Coca-Cola KO Stock Holding History

HT Partners’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	-62,449	Closed	-$2.5M	–	43
2013 Q2	$2.5M	Buy	+62,449	New	+$2.59M	2.14%	19

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 $677M AUM 27.58% 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

HT Partners's KO Position: Q3 2013 in Review

HT Partners sold out of Coca-Cola (KO) in Q3 2013, closing a stake of 62,449 shares — an estimated $2.5M sold.

HT Partners first reported a position in KO in Q2 2013 and held it in 1 quarter. The position peaked at $2.5M in Q2 2013. 1,463 funds tracked by Wall St. Rank hold KO as of Q3 2013.

HT Partners reported no remaining Coca-Cola position as of Q3 2013 after selling out during the quarter.
HT Partners sold 62,449 Coca-Cola shares in Q3 2013, an estimated $2.5M.
HT Partners first reported a position in Coca-Cola in Q2 2013 and held it in 1 quarter.
HT Partners's Coca-Cola position peaked at $2.5M in Q2 2013.
1,463 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2013.

Based on HT Partners's 13F filing for Q3 2013, filed 7 Nov 2013.