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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$21.3M Sell
2015
Q3
$20.3M Sell
2015
Q2
$21M Sell
2015
Q1
$30.4M Sell
2014
Q4
$40.6M Sell
2014
Q3
$42.5M Buy
2014
Q2
$42M Buy
2014
Q1
$22.9M Sell
2013
Q4
$28.5M Buy
2013
Q3
$25.4M Buy
2013
Q2
$21.2M Buy