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National Investment Services’s Coca-Cola KO Stock Holding History

National Investment 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
2013
Q3 		– Sell
-35,611
Closed -$1.43M – 65
2013
Q2 		$1.43M Buy
+35,611
New +$1.47M 1.18% 43

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

National Investment Services's KO Position: Q3 2013 in Review

National Investment Services sold out of Coca-Cola (KO) in Q3 2013, closing a stake of 35,611 shares — an estimated $1.43M sold.

National Investment Services first reported a position in KO in Q2 2013 and held it in 1 quarter. The position peaked at $1.43M in Q2 2013. 1,464 funds tracked by Wall St. Rank hold KO as of Q3 2013.

  • National Investment Services reported no remaining Coca-Cola position as of Q3 2013 after selling out during the quarter.
  • National Investment Services sold 35,611 Coca-Cola shares in Q3 2013, an estimated $1.43M.
  • National Investment Services first reported a position in Coca-Cola in Q2 2013 and held it in 1 quarter.
  • National Investment Services's Coca-Cola position peaked at $1.43M in Q2 2013.
  • 1,464 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2013.

Based on National Investment Services's 13F filing for Q3 2013, filed 21 Oct 2013.