Mark Morris et al’s Coca-Cola KO Stock Holding History

Mark Morris et al’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 Q2	$113K	Buy	+2,806	New	+$116K	0.04%	77

Other funds holding KO

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mark Morris et al's KO Position: Q2 2013 in Review

Mark Morris et al opened a new position in Coca-Cola (KO) in Q2 2013: 2,806 shares worth $113K. The stake represents 0.04% of the portfolio and ranks #77 among its holdings.

1,476 funds tracked by Wall St. Rank hold KO as of Q2 2013.

Mark Morris et al held 2,806 shares of Coca-Cola worth $113K as of Q2 2013.
Coca-Cola was a new Mark Morris et al position in Q2 2013.
Coca-Cola made up 0.04% of Mark Morris et al's portfolio in Q2 2013, its #77 holding.
1,476 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2013.

Based on Mark Morris et al's 13F filing for Q2 2013, filed 13 Aug 2013.