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Northwestern Mutual Investment Services’s Coca-Cola KO Stock Holding History

Northwestern Mutual 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
2015
Q4 		– Sell
-48
Closed -$2K – 242
2015
Q3 		$2K Buy
+48
New +$1.92K ﹤0.01% 168
2015
Q2 		– Sell
-168
Closed -$7K – 104
2015
Q1 		$7K Buy
+168
New +$7.03K ﹤0.01% 35
2014
Q3 		– Sell
-200
Closed -$8K – 101
2014
Q2 		$8K Buy
+200
New +$8.12K ﹤0.01% 68

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
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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northwestern Mutual Investment Services's KO Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of Coca-Cola (KO) in Q4 2015, closing a stake of 48 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in KO in Q2 2014 and held it in 3 quarters. The position peaked at $8K in Q2 2014. 1,692 funds tracked by Wall St. Rank hold KO as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining Coca-Cola position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 48 Coca-Cola shares in Q4 2015, an estimated $2K.
  • Northwestern Mutual Investment Services first reported a position in Coca-Cola in Q2 2014 and held it in 3 quarters.
  • Northwestern Mutual Investment Services's Coca-Cola position peaked at $8K in Q2 2014.
  • 1,692 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.