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Investment Centers of America’s Coca-Cola KO Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-145,340
Closed -$6.56M – 268
2017
Q3 		$6.56M Sell
145,340
-1,967
-1% -$89.5K 0.48% 48
2017
Q2 		$6.59M Sell
147,307
-17,255
-10% -$762K 0.5% 48
2017
Q1 		$6.97M Buy
164,562
+4,439
+3% +$185K 0.54% 50
2016
Q4 		$6.62M Buy
160,123
+23,789
+17% +$990K 0.56% 46
2016
Q3 		$5.75M Buy
136,334
+14,039
+11% +$615K 0.6% 43
2016
Q2 		$5.55M Sell
122,295
-8,541
-7% -$386K 0.62% 42
2016
Q1 		$6.07M Buy
130,836
+26,651
+26% +$1.16M 0.68% 36
2015
Q4 		$4.48M Sell
104,185
-3,850
-4% -$163K 0.58% 44
2015
Q3 		$4.32M Buy
108,035
+10,122
+10% +$405K 0.66% 36
2015
Q2 		$3.85M Sell
97,913
-6,844
-7% -$278K 0.58% 39
2015
Q1 		$4.23M Buy
104,757
+20,435
+24% +$855K 0.62% 37
2014
Q4 		$3.54M Sell
84,322
-13,839
-14% -$591K 0.76% 27
2014
Q3 		$4.19M Buy
98,161
+25,529
+35% +$1.06M 0.74% 28
2014
Q2 		$3.06M Sell
72,632
-9,020
-11% -$366K 0.7% 35
2014
Q1 		$3.15M Buy
81,652
+32,934
+68% +$1.27M 0.66% 39
2013
Q4 		$1.88M Sell
48,718
-32,934
-40% -$1.3M 0.89% 23
2013
Q3 		$3.15M Buy
81,652
+29,169
+56% +$1.15M 0.64% 41
2013
Q2 		$2.1M Buy
+52,483
New +$2.17M 0.58% 51

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Investment Centers of America's KO Position: Q4 2017 in Review

Investment Centers of America sold out of Coca-Cola (KO) in Q4 2017, closing a stake of 145,340 shares — an estimated $6.56M sold.

Investment Centers of America first reported a position in KO in Q2 2013 and held it in 18 quarters. The position peaked at $6.97M in Q1 2017. 1,977 funds tracked by Wall St. Rank hold KO as of Q4 2017.

  • Investment Centers of America reported no remaining Coca-Cola position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 145,340 Coca-Cola shares in Q4 2017, an estimated $6.56M.
  • Investment Centers of America first reported a position in Coca-Cola in Q2 2013 and held it in 18 quarters.
  • Investment Centers of America's Coca-Cola position peaked at $6.97M in Q1 2017.
  • 1,977 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.