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Keel Point Advisors’s Coca-Cola KO Stock Holding History

Keel Point 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
Q4 		$312K Buy
+7,380
New +$315K 0.25% 45

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $544B AUM 28.31% 1-Year Est. Return

Keel Point Advisors's KO Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Coca-Cola (KO) in Q4 2014: 7,380 shares worth $312K. The stake represents 0.25% of the portfolio and ranks #45 among its holdings.

1,649 funds tracked by Wall St. Rank hold KO as of Q4 2014.

  • Keel Point Advisors held 7,380 shares of Coca-Cola worth $312K as of Q4 2014.
  • Coca-Cola was a new Keel Point Advisors position in Q4 2014.
  • Coca-Cola made up 0.25% of Keel Point Advisors's portfolio in Q4 2014, its #45 holding.
  • 1,649 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.