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Orca Investment Management’s Coca-Cola KO Stock Holding History

Orca Investment Management’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
Q2 		– Sell
-12,295
Closed -$499K – 83
2015
Q1 		$499K Hold
12,295
– – 0.44% 51
2014
Q4 		$519K Sell
12,295
-976
-7% -$41.7K 0.46% 51
2014
Q3 		$566K Sell
13,271
-395
-3% -$16.3K 0.49% 49
2014
Q2 		$579K Sell
13,666
-1,471
-10% -$59.7K 0.46% 49
2014
Q1 		$585K Sell
15,137
-250
-2% -$9.66K 0.49% 49
2013
Q4 		$636K Buy
+15,387
New +$607K 0.52% 51

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
BIT
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Orca Investment Management's KO Position: Q2 2015 in Review

Orca Investment Management sold out of Coca-Cola (KO) in Q2 2015, closing a stake of 12,295 shares — an estimated $499K sold.

Orca Investment Management first reported a position in KO in Q4 2013 and held it in 6 quarters. The position peaked at $636K in Q4 2013. 1,648 funds tracked by Wall St. Rank hold KO as of Q2 2015.

  • Orca Investment Management reported no remaining Coca-Cola position as of Q2 2015 after selling out during the quarter.
  • Orca Investment Management sold 12,295 Coca-Cola shares in Q2 2015, an estimated $499K.
  • Orca Investment Management first reported a position in Coca-Cola in Q4 2013 and held it in 6 quarters.
  • Orca Investment Management's Coca-Cola position peaked at $636K in Q4 2013.
  • 1,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2015.

Based on Orca Investment Management's 13F filing for Q2 2015, filed 21 Jul 2015.