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Michael B. Elefante’s Coca-Cola KO Stock Holding History

Michael B. Elefante’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
-3,445
Closed -$147K – 121
2014
Q3 		$147K Sell
3,445
-1,280
-27% -$52.9K 0.06% 108
2014
Q2 		$200K Buy
+4,725
New +$192K 0.08% 105
2014
Q1 		– Sell
-4,979
Closed -$205K – 142
2013
Q4 		$205K Sell
4,979
-111
-2% -$4.38K 0.09% 99
2013
Q3 		$193K Sell
5,090
-1,482
-23% -$58.6K 0.1% 96
2013
Q2 		$263K Buy
+6,572
New +$272K 0.14% 78

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Michael B. Elefante's KO Position: Q4 2014 in Review

Michael B. Elefante sold out of Coca-Cola (KO) in Q4 2014, closing a stake of 3,445 shares — an estimated $147K sold.

Michael B. Elefante first reported a position in KO in Q2 2013 and held it in 5 quarters. The position peaked at $263K in Q2 2013. 1,651 funds tracked by Wall St. Rank hold KO as of Q4 2014.

  • Michael B. Elefante reported no remaining Coca-Cola position as of Q4 2014 after selling out during the quarter.
  • Michael B. Elefante sold 3,445 Coca-Cola shares in Q4 2014, an estimated $147K.
  • Michael B. Elefante first reported a position in Coca-Cola in Q2 2013 and held it in 5 quarters.
  • Michael B. Elefante's Coca-Cola position peaked at $263K in Q2 2013.
  • 1,651 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.