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McNamara Financial Services’s Coca-Cola KO Stock Holding History

McNamara Financial Services’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
2015
Q1 		– Sell
-300
Closed -$13K – 114
2014
Q4 		$13K Buy
+300
New +$12.8K 0.01% 129

Other funds holding KO

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

McNamara Financial Services's KO Position: Q1 2015 in Review

McNamara Financial Services sold out of Coca-Cola (KO) in Q1 2015, closing a stake of 300 shares — an estimated $13K sold.

McNamara Financial Services first reported a position in KO in Q4 2014 and held it in 1 quarter. The position peaked at $13K in Q4 2014. 1,653 funds tracked by Wall St. Rank hold KO as of Q1 2015.

  • McNamara Financial Services reported no remaining Coca-Cola position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 300 Coca-Cola shares in Q1 2015, an estimated $13K.
  • McNamara Financial Services first reported a position in Coca-Cola in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Coca-Cola position peaked at $13K in Q4 2014.
  • 1,653 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.