MS
KO icon

Madison Scottsdale’s Coca-Cola KO Stock Holding History

Madison Scottsdale’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
Q4 		$83K Hold
2,000
– – 0.08% 18
2013
Q3 		$76K Sell
2,000
-3,100
-61% -$123K 0.07% 51
2013
Q2 		$205K Buy
+5,100
New +$211K 0.2% 31

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Madison Scottsdale's KO Position: Q4 2013 in Review

Madison Scottsdale held its Coca-Cola (KO) position steady in Q4 2013 at 2,000 shares worth $83K. The position accounts for 0.08% of the portfolio, ranked #18.

Madison Scottsdale first reported a position in KO in Q2 2013 and has held it in 3 quarters since. The position peaked at $205K in Q2 2013. 1,593 funds tracked by Wall St. Rank hold KO as of Q4 2013.

  • Madison Scottsdale held 2,000 shares of Coca-Cola worth $83K as of Q4 2013.
  • Madison Scottsdale left its Coca-Cola share count unchanged in Q4 2013.
  • Coca-Cola made up 0.08% of Madison Scottsdale's portfolio in Q4 2013, its #18 holding.
  • Madison Scottsdale first reported a position in Coca-Cola in Q2 2013 and has held it in 3 quarters since.
  • Madison Scottsdale's Coca-Cola position peaked at $205K in Q2 2013.
  • 1,593 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2013.

Based on Madison Scottsdale's 13F filing for Q4 2013, filed 12 Feb 2014.