Investors Trust’s Coca-Cola KO Stock Holding History

Investors Trust’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 Q4	–	Sell	-7,255	Closed	-$309K	–	56
2014 Q3	$309K	Sell	7,255 -5,139	-41%	-$212K	0.57%	52
2014 Q2	$525K	Hold	12,394	–	–	0.41%	56
2014 Q1	$479K	Hold	12,394	–	–	0.4%	52
2013 Q4	$470K	Sell	12,394 -41,651	-77%	-$1.64M	0.37%	62
2013 Q3	$2.05M	Buy	+54,045	New	+$2.14M	0.35%	63

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

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

Investors Trust's KO Position: Q4 2014 in Review

Investors Trust sold out of Coca-Cola (KO) in Q4 2014, closing a stake of 7,255 shares — an estimated $309K sold.

Investors Trust first reported a position in KO in Q3 2013 and held it in 5 quarters. The position peaked at $2.05M in Q3 2013. 1,651 funds tracked by Wall St. Rank hold KO as of Q4 2014.

Investors Trust reported no remaining Coca-Cola position as of Q4 2014 after selling out during the quarter.
Investors Trust sold 7,255 Coca-Cola shares in Q4 2014, an estimated $309K.
Investors Trust first reported a position in Coca-Cola in Q3 2013 and held it in 5 quarters.
Investors Trust's Coca-Cola position peaked at $2.05M in Q3 2013.
1,651 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2014.

Based on Investors Trust's 13F filing for Q4 2014, filed 17 Feb 2015.