Mariner Wealth Advisors (Madison)’s Coca-Cola KO Stock Holding History

Mariner Wealth Advisors (Madison)’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 Q3	$64K	Buy	+1,685	New	+$66.6K	0.03%	81

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s KO Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) opened a new position in Coca-Cola (KO) in Q3 2013: 1,685 shares worth $64K. The stake represents 0.03% of the portfolio and ranks #81 among its holdings.

1,464 funds tracked by Wall St. Rank hold KO as of Q3 2013.

Mariner Wealth Advisors (Madison) held 1,685 shares of Coca-Cola worth $64K as of Q3 2013.
Coca-Cola was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
Coca-Cola made up 0.03% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #81 holding.
1,464 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.