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Pacific Financial Group’s Coca-Cola KO Stock Holding History

Pacific Financial Group’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
Q1 		– Sell
-1,890
Closed -$80K – 123
2014
Q4 		$80K Buy
+1,890
New +$80.7K 0.02% 62
2014
Q2 		– Sell
-2,185
Closed -$84K – 59
2014
Q1 		$84K Buy
+2,185
New +$84.4K 0.04% 40

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Pacific Financial Group's KO Position: Q1 2015 in Review

Pacific Financial Group sold out of Coca-Cola (KO) in Q1 2015, closing a stake of 1,890 shares — an estimated $80K sold.

Pacific Financial Group first reported a position in KO in Q1 2014 and held it in 2 quarters. The position peaked at $84K in Q1 2014. 1,653 funds tracked by Wall St. Rank hold KO as of Q1 2015.

  • Pacific Financial Group reported no remaining Coca-Cola position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 1,890 Coca-Cola shares in Q1 2015, an estimated $80K.
  • Pacific Financial Group first reported a position in Coca-Cola in Q1 2014 and held it in 2 quarters.
  • Pacific Financial Group's Coca-Cola position peaked at $84K in Q1 2014.
  • 1,653 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.