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Mar Vista Investment Partners’s Coca-Cola KO Stock Holding History

Mar Vista Investment Partners’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
-24,751
Closed -$1.02M – 58
2013
Q4 		$1.02M Buy
24,751
+2,780
+13% +$110K 0.06% 41
2013
Q3 		$832K Sell
21,971
-554
-2% -$21.9K 0.06% 40
2013
Q2 		$903K Buy
+22,525
New +$933K 0.06% 39

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

Mar Vista Investment Partners's KO Position: Q1 2014 in Review

Mar Vista Investment Partners sold out of Coca-Cola (KO) in Q1 2014, closing a stake of 24,751 shares — an estimated $1.02M sold.

Mar Vista Investment Partners first reported a position in KO in Q2 2013 and held it in 3 quarters. The position peaked at $1.02M in Q4 2013. 1,573 funds tracked by Wall St. Rank hold KO as of Q1 2014.

  • Mar Vista Investment Partners reported no remaining Coca-Cola position as of Q1 2014 after selling out during the quarter.
  • Mar Vista Investment Partners sold 24,751 Coca-Cola shares in Q1 2014, an estimated $1.02M.
  • Mar Vista Investment Partners first reported a position in Coca-Cola in Q2 2013 and held it in 3 quarters.
  • Mar Vista Investment Partners's Coca-Cola position peaked at $1.02M in Q4 2013.
  • 1,573 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2014.

Based on Mar Vista Investment Partners's 13F filing for Q1 2014, filed 2 May 2014.