New York Life Trust’s Coca-Cola KO Stock Holding History

New York Life Trust’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
2017 Q1	$6K	Sell	140 -2,295	-94%	-$95.7K	0.29%	111
2016 Q4	$101K	Buy	2,435 +347	+17%	+$14.4K	0.48%	78
2016 Q3	$88K	Sell	2,088 -214	-9%	-$9.38K	0.43%	88
2016 Q2	$104K	Sell	2,302 -593	-20%	-$26.8K	0.5%	56
2016 Q1	$134K	Sell	2,895 -442	-13%	-$19.2K	0.58%	44
2015 Q4	$143K	Sell	3,337 -1,253	-27%	-$53.2K	0.61%	45
2015 Q3	$184K	Sell	4,590 -3,182	-41%	-$127K	0.82%	35
2015 Q2	$305K	Buy	7,772 +5,181	+200%	+$211K	1.27%	14
2015 Q1	$105K	Sell	2,591 -1,831	-41%	-$76.6K	0.42%	109
2014 Q4	$187K	Buy	4,422 +605	+16%	+$25.8K	0.74%	36
2014 Q3	$163K	Buy	3,817 +492	+15%	+$20.3K	0.67%	39
2014 Q2	$141K	Sell	3,325 -526	-14%	-$21.3K	0.59%	54
2014 Q1	$149K	Sell	3,851 -434	-10%	-$16.8K	0.66%	46
2013 Q4	$177K	Buy	4,285 +701	+20%	+$27.6K	0.81%	32
2013 Q3	$136K	Sell	3,584 -2,479	-41%	-$98K	0.68%	39
2013 Q2	$243K	Buy	+6,063	New	+$251K	1.12%	19

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

BlackRock New York $5.72T AUM 30.48% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

New York Life Trust's KO Position: Q1 2017 in Review

New York Life Trust reduced its Coca-Cola (KO) stake by 94% in Q1 2017, selling an estimated $95.7K and leaving 140 shares worth $6K. The position accounts for 0.29% of the portfolio, ranked #111.

New York Life Trust first reported a position in KO in Q2 2013 and has held it in 16 quarters since. The position peaked at $305K in Q2 2015. 1,786 funds tracked by Wall St. Rank hold KO as of Q1 2017.

New York Life Trust held 140 shares of Coca-Cola worth $6K as of Q1 2017.
New York Life Trust sold 2,295 Coca-Cola shares in Q1 2017, an estimated $95.7K.
Coca-Cola made up 0.29% of New York Life Trust's portfolio in Q1 2017, its #111 holding.
New York Life Trust first reported a position in Coca-Cola in Q2 2013 and has held it in 16 quarters since.
New York Life Trust's Coca-Cola position peaked at $305K in Q2 2015.
1,786 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.