Index Management Solutions’s Coca-Cola KO Stock Holding History

Index Management Solutions’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 Q3	$34K	Sell	841 -24	-3%	-$961	0.03%	279
2015 Q2	$34K	Buy	865 +369	+74%	+$15K	0.03%	369
2015 Q1	$20K	Sell	496 -384	-44%	-$16.1K	0.02%	375
2014 Q4	$37K	Buy	880 +349	+66%	+$14.9K	0.01%	521
2014 Q3	$23K	Sell	531 -277	-34%	-$11.5K	﹤0.01%	970
2014 Q2	$34K	Sell	808 -531	-40%	-$21.5K	﹤0.01%	927
2014 Q1	$52K	Sell	1,339 -752	-36%	-$29.1K	0.01%	800
2013 Q4	$86K	Buy	2,091 +235	+13%	+$9.27K	0.02%	246
2013 Q3	$70K	Buy	+1,856	New	+$73.4K	0.02%	301

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFA

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

Index Management Solutions's KO Position: Q3 2015 in Review

Index Management Solutions reduced its Coca-Cola (KO) stake by 2.8% in Q3 2015, selling an estimated $961 and leaving 841 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #279.

Index Management Solutions first reported a position in KO in Q3 2013 and has held it in 9 quarters since. The position peaked at $86K in Q4 2013. 1,620 funds tracked by Wall St. Rank hold KO as of Q3 2015.

Index Management Solutions held 841 shares of Coca-Cola worth $34K as of Q3 2015.
Index Management Solutions sold 24 Coca-Cola shares in Q3 2015, an estimated $961.
Coca-Cola made up 0.03% of Index Management Solutions's portfolio in Q3 2015, its #279 holding.
Index Management Solutions first reported a position in Coca-Cola in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Coca-Cola position peaked at $86K in Q4 2013.
1,620 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.