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

Parasol 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
2017
Q1 		$227K Sell
5,340
-7,238
-58% -$302K 0.37% 25
2016
Q4 		$521K Sell
12,578
-208
-2% -$8.66K 0.55% 34
2016
Q3 		$541K Sell
12,786
-592
-4% -$25.9K 0.56% 31
2016
Q2 		$606K Sell
13,378
-675
-5% -$30.5K 0.63% 30
2016
Q1 		$652K Sell
14,053
-507
-3% -$22.1K 0.64% 25
2015
Q4 		$625K Sell
14,560
-1,030
-7% -$43.7K 0.6% 20
2015
Q3 		$625K Sell
15,590
-10,143
-39% -$406K 0.56% 20
2015
Q2 		$1.01M Buy
25,733
+1,500
+6% +$61K 0.68% 25
2015
Q1 		$983K Buy
24,233
+2,730
+13% +$114K 0.62% 28
2014
Q4 		$908K Buy
21,503
+530
+3% +$22.6K 0.63% 25
2014
Q3 		$895K Buy
20,973
+4,135
+25% +$171K 0.62% 21
2014
Q2 		$713K Buy
16,838
+11,590
+221% +$470K 0.49% 25
2014
Q1 		$203K Buy
5,248
+5,200
+10,833% +$201K 0.14% 42
2013
Q4 		$2K Buy
+48
New +$1.89K ﹤0.01% 237

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Parasol Investment Management's KO Position: Q1 2017 in Review

Parasol Investment Management reduced its Coca-Cola (KO) stake by 58% in Q1 2017, selling an estimated $302K and leaving 5,340 shares worth $227K. The position accounts for 0.37% of the portfolio, ranked #25.

Parasol Investment Management first reported a position in KO in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.01M in Q2 2015. 1,785 funds tracked by Wall St. Rank hold KO as of Q1 2017.

  • Parasol Investment Management held 5,340 shares of Coca-Cola worth $227K as of Q1 2017.
  • Parasol Investment Management sold 7,238 Coca-Cola shares in Q1 2017, an estimated $302K.
  • Coca-Cola made up 0.37% of Parasol Investment Management's portfolio in Q1 2017, its #25 holding.
  • Parasol Investment Management first reported a position in Coca-Cola in Q4 2013 and has held it in 14 quarters since.
  • Parasol Investment Management's Coca-Cola position peaked at $1.01M in Q2 2015.
  • 1,785 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.