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

Profit 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
2016 Q1	–	Sell	-1,090	Closed	-$47K	–	107
2015 Q4	$47K	Buy	+1,090	New	+$46.3K	0.01%	106
2015 Q3	–	Sell	-1,922	Closed	-$75K	–	124
2015 Q2	$75K	Sell	1,922 -6,710	-78%	-$273K	0.01%	125
2015 Q1	$350K	Hold	8,632	–	–	0.02%	133
2014 Q4	$364K	Sell	8,632 -78,814	-90%	-$3.37M	0.02%	128
2014 Q3	$3.73M	Hold	87,446	–	–	0.2%	65
2014 Q2	$3.7M	Hold	87,446	–	–	0.18%	69
2014 Q1	$3.38M	Hold	87,446	–	–	0.15%	94
2013 Q4	$3.61M	Buy	87,446 +2,755	+3%	+$109K	0.16%	91
2013 Q3	$3.21K	Sell	84,691 -4,210	-5%	-$166K	0.13%	92
2013 Q2	$3.57M	Buy	+88,901	New	+$3.68M	0.17%	88

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Profit Investment Management's KO Position: Q1 2016 in Review

Profit Investment Management sold out of Coca-Cola (KO) in Q1 2016, closing a stake of 1,090 shares — an estimated $47K sold.

Profit Investment Management first reported a position in KO in Q2 2013 and held it in 10 quarters. The position peaked at $3.73M in Q3 2014. 1,719 funds tracked by Wall St. Rank hold KO as of Q1 2016.

Profit Investment Management reported no remaining Coca-Cola position as of Q1 2016 after selling out during the quarter.
Profit Investment Management sold 1,090 Coca-Cola shares in Q1 2016, an estimated $47K.
Profit Investment Management first reported a position in Coca-Cola in Q2 2013 and held it in 10 quarters.
Profit Investment Management's Coca-Cola position peaked at $3.73M in Q3 2014.
1,719 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2016.

Based on Profit Investment Management's 13F filing for Q1 2016, filed 19 Apr 2016.