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Rench Wealth Management’s Coca-Cola KO Stock Holding History

Rench Wealth 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
2014
Q1 		– Sell
-7,901
Closed -$326K – 42
2013
Q4 		$326K Buy
+7,901
New +$312K 0.32% 37

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Rench Wealth Management's KO Position: Q1 2014 in Review

Rench Wealth Management sold out of Coca-Cola (KO) in Q1 2014, closing a stake of 7,901 shares — an estimated $326K sold.

Rench Wealth Management first reported a position in KO in Q4 2013 and held it in 1 quarter. The position peaked at $326K in Q4 2013. 1,573 funds tracked by Wall St. Rank hold KO as of Q1 2014.

  • Rench Wealth Management reported no remaining Coca-Cola position as of Q1 2014 after selling out during the quarter.
  • Rench Wealth Management sold 7,901 Coca-Cola shares in Q1 2014, an estimated $326K.
  • Rench Wealth Management first reported a position in Coca-Cola in Q4 2013 and held it in 1 quarter.
  • Rench Wealth Management's Coca-Cola position peaked at $326K in Q4 2013.
  • 1,573 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2014.

Based on Rench Wealth Management's 13F filing for Q1 2014, filed 16 Apr 2014.