JAMONY
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Jacob Asset Management of New York’s Coca-Cola KO Stock Holding History

Jacob Asset Management of New York’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
2013
Q3 		$284K Buy
7,500
+1,500
+25% +$59.3K 0.35% 78
2013
Q2 		$241K Buy
+6,000
New +$248K 0.33% 87

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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 $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Jacob Asset Management of New York's KO Position: Q3 2013 in Review

Jacob Asset Management of New York increased its Coca-Cola (KO) stake by 25% in Q3 2013, buying an estimated $59.3K and bringing the position to 7,500 shares worth $284K. The position accounts for 0.35% of the portfolio, ranked #78.

Jacob Asset Management of New York first reported a position in KO in Q2 2013 and has held it in 2 quarters since. 1,464 funds tracked by Wall St. Rank hold KO as of Q3 2013.

  • Jacob Asset Management of New York held 7,500 shares of Coca-Cola worth $284K as of Q3 2013.
  • Jacob Asset Management of New York bought 1,500 Coca-Cola shares in Q3 2013, an estimated $59.3K.
  • Coca-Cola made up 0.35% of Jacob Asset Management of New York's portfolio in Q3 2013, its #78 holding.
  • Jacob Asset Management of New York first reported a position in Coca-Cola in Q2 2013 and has held it in 2 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2013.

Based on Jacob Asset Management of New York's 13F filing for Q3 2013, filed 14 Nov 2013.