IFA
KO icon

Interactive Financial Advisors’s Coca-Cola KO Stock Holding History

Interactive Financial 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
2014
Q2 		– Sell
-18
Closed -$1K – 114
2014
Q1 		$1K Buy
+18
New +$695 ﹤0.01% 106

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Interactive Financial Advisors's KO Position: Q2 2014 in Review

Interactive Financial Advisors sold out of Coca-Cola (KO) in Q2 2014, closing a stake of 18 shares — an estimated $1K sold.

Interactive Financial Advisors first reported a position in KO in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 1,583 funds tracked by Wall St. Rank hold KO as of Q2 2014.

  • Interactive Financial Advisors reported no remaining Coca-Cola position as of Q2 2014 after selling out during the quarter.
  • Interactive Financial Advisors sold 18 Coca-Cola shares in Q2 2014, an estimated $1K.
  • Interactive Financial Advisors first reported a position in Coca-Cola in Q1 2014 and held it in 1 quarter.
  • Interactive Financial Advisors's Coca-Cola position peaked at $1K in Q1 2014.
  • 1,583 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2014.

Based on Interactive Financial Advisors's 13F filing for Q2 2014, filed 30 Jul 2014.