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Park Avenue Institutional Advisers’s Coca-Cola KO Stock Holding History

Park Avenue Institutional Advisers’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
2016
Q3 		– Sell
-24,569
Closed -$1.11M – 231
2016
Q2 		$1.11M Sell
24,569
-87
-0.4% -$3.93K 0.96% 18
2016
Q1 		$1.14M Sell
24,656
-694
-3% -$30.2K 0.99% 17
2015
Q4 		$1.09M Sell
25,350
-691
-3% -$29.3K 0.94% 19
2015
Q3 		$1.04M Sell
26,041
-457
-2% -$18.3K 0.93% 19
2015
Q2 		$1.04M Buy
+26,498
New +$1.08M 0.84% 22

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Park Avenue Institutional Advisers's KO Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Coca-Cola (KO) in Q3 2016, closing a stake of 24,569 shares — an estimated $1.11M sold.

Park Avenue Institutional Advisers first reported a position in KO in Q2 2015 and held it in 5 quarters. The position peaked at $1.14M in Q1 2016. 1,722 funds tracked by Wall St. Rank hold KO as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining Coca-Cola position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 24,569 Coca-Cola shares in Q3 2016, an estimated $1.11M.
  • Park Avenue Institutional Advisers first reported a position in Coca-Cola in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's Coca-Cola position peaked at $1.14M in Q1 2016.
  • 1,722 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.