Kovitz Investment Group’s Coca-Cola KO Stock Holding History

Kovitz Investment Group’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
2015 Q4	$21.3M	Sell	494,688 -11,474	-2%	-$487K	1.31%	30
2015 Q3	$20.3M	Sell	506,162 -29,387	-5%	-$1.18M	1.18%	33
2015 Q2	$21M	Sell	535,549 -214,476	-29%	-$8.72M	1.17%	35
2015 Q1	$30.4M	Sell	750,025 -211,333	-22%	-$8.84M	1.67%	28
2014 Q4	$40.6M	Sell	961,358 -34,223	-3%	-$1.46M	2%	24
2014 Q3	$42.5M	Buy	995,581 +3,534	+0.4%	+$146K	2.18%	23
2014 Q2	$42M	Buy	992,047 +420,579	+74%	+$17.1M	2.19%	25
2014 Q1	$22.9M	Sell	571,468 -115,715	-17%	-$4.47M	1.18%	36
2013 Q4	$28.5M	Buy	687,183 +17,197	+3%	+$678K	1.3%	35
2013 Q3	$25.4M	Buy	669,986 +141,433	+27%	+$5.59M	1.23%	33
2013 Q2	$21.2M	Buy	+528,553	New	+$21.9M	1.09%	35

Other funds holding KO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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