Markel Group’s Coca-Cola KO Stock Holding History

Markel Group’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 Q4	–	Sell	-130,000	Closed	-$5.55M	–	108
2014 Q3	$5.55M	Hold	130,000	–	–	0.16%	82
2014 Q2	$5.51M	Hold	130,000	–	–	0.16%	82
2014 Q1	$5.03M	Sell	130,000 -1,900	-1%	-$73.4K	0.15%	83
2013 Q4	$5.45M	Sell	131,900 -1,000	-0.8%	-$39.4K	0.17%	81
2013 Q3	$5.03M	Sell	132,900 -1,100	-0.8%	-$43.5K	0.17%	77
2013 Q2	$5.38M	Buy	+134,000	New	+$5.55M	0.19%	70

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

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

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Markel Group's KO Position: Q4 2014 in Review

Markel Group sold out of Coca-Cola (KO) in Q4 2014, closing a stake of 130,000 shares — an estimated $5.55M sold.

Markel Group first reported a position in KO in Q2 2013 and held it in 6 quarters. The position peaked at $5.55M in Q3 2014. 1,650 funds tracked by Wall St. Rank hold KO as of Q4 2014.

Markel Group reported no remaining Coca-Cola position as of Q4 2014 after selling out during the quarter.
Markel Group sold 130,000 Coca-Cola shares in Q4 2014, an estimated $5.55M.
Markel Group first reported a position in Coca-Cola in Q2 2013 and held it in 6 quarters.
Markel Group's Coca-Cola position peaked at $5.55M in Q3 2014.
1,650 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2014.

Based on Markel Group's 13F filing for Q4 2014, filed 9 Feb 2015.