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Indices-Pac Research Corporation’s Coca-Cola KO Stock Holding History

Indices-Pac Research Corporation’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
2014
Q2 		– Sell
-48,364
Closed -$1.87M – 98
2014
Q1 		$1.87M Buy
48,364
+14,726
+44% +$569K 1.2% 15
2013
Q4 		$1.39M Sell
33,638
-30,125
-47% -$1.19M 0.85% 22
2013
Q3 		$2.42M Sell
63,763
-7,513
-11% -$297K 1.59% 11
2013
Q2 		$2.86M Buy
+71,276
New +$2.95M 1.87% 6

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
Fidelity Investments
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Indices-Pac Research Corporation's KO Position: Q2 2014 in Review

Indices-Pac Research Corporation sold out of Coca-Cola (KO) in Q2 2014, closing a stake of 48,364 shares — an estimated $1.87M sold.

Indices-Pac Research Corporation first reported a position in KO in Q2 2013 and held it in 4 quarters. The position peaked at $2.86M in Q2 2013. 1,581 funds tracked by Wall St. Rank hold KO as of Q2 2014.

  • Indices-Pac Research Corporation reported no remaining Coca-Cola position as of Q2 2014 after selling out during the quarter.
  • Indices-Pac Research Corporation sold 48,364 Coca-Cola shares in Q2 2014, an estimated $1.87M.
  • Indices-Pac Research Corporation first reported a position in Coca-Cola in Q2 2013 and held it in 4 quarters.
  • Indices-Pac Research Corporation's Coca-Cola position peaked at $2.86M in Q2 2013.
  • 1,581 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2014.

Based on Indices-Pac Research Corporation's 13F filing for Q2 2014.