KMC
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Kirr Marbach & Co’s Coca-Cola KO Stock Holding History

Kirr Marbach & Co’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
Q1 		– Sell
-7,916
Closed -$327K – 63
2013
Q4 		$327K Hold
7,916
– – 0.06% 46
2013
Q3 		$300K Sell
7,916
-430
-5% -$17K 0.06% 46
2013
Q2 		$335K Buy
+8,346
New +$346K 0.07% 45

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 16.07% 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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kirr Marbach & Co's KO Position: Q1 2014 in Review

Kirr Marbach & Co sold out of Coca-Cola (KO) in Q1 2014, closing a stake of 7,916 shares — an estimated $327K sold.

Kirr Marbach & Co first reported a position in KO in Q2 2013 and held it in 3 quarters. The position peaked at $335K in Q2 2013. 1,573 funds tracked by Wall St. Rank hold KO as of Q1 2014.

  • Kirr Marbach & Co reported no remaining Coca-Cola position as of Q1 2014 after selling out during the quarter.
  • Kirr Marbach & Co sold 7,916 Coca-Cola shares in Q1 2014, an estimated $327K.
  • Kirr Marbach & Co first reported a position in Coca-Cola in Q2 2013 and held it in 3 quarters.
  • Kirr Marbach & Co's Coca-Cola position peaked at $335K in Q2 2013.
  • 1,573 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2014.

Based on Kirr Marbach & Co's 13F filing for Q1 2014, filed 30 Apr 2014.