Rushmore Investment Advisors’s Coca-Cola KO Stock Holding History

Rushmore Investment Advisors’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
2013 Q2	$1.32M	Buy	+33,012	New	+$1.37M	0.27%	104

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Rushmore Investment Advisors's KO Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Coca-Cola (KO) in Q2 2013: 33,012 shares worth $1.32M. The stake represents 0.27% of the portfolio and ranks #104 among its holdings.

1,477 funds tracked by Wall St. Rank hold KO as of Q2 2013.

Rushmore Investment Advisors held 33,012 shares of Coca-Cola worth $1.32M as of Q2 2013.
Coca-Cola was a new Rushmore Investment Advisors position in Q2 2013.
Coca-Cola made up 0.27% of Rushmore Investment Advisors's portfolio in Q2 2013, its #104 holding.
1,477 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.