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Sanibel Captiva Investment Advisers’s Coca-Cola KO Stock Holding History

Sanibel Captiva Investment 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
2013
Q4 		$2.17M Buy
52,488
+18,870
+56% +$744K 1.34% 27
2013
Q3 		$1.27M Buy
33,618
+1,600
+5% +$63.2K 0.98% 36
2013
Q2 		$1.28M Buy
+32,018
New +$1.33M 1.25% 33

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $609B AUM 40.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Sanibel Captiva Investment Advisers's KO Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Coca-Cola (KO) stake by 56% in Q4 2013, buying an estimated $744K and bringing the position to 52,488 shares worth $2.17M. The position accounts for 1.34% of the portfolio, ranked #27.

Sanibel Captiva Investment Advisers first reported a position in KO in Q2 2013 and has held it in 3 quarters since. 1,593 funds tracked by Wall St. Rank hold KO as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 52,488 shares of Coca-Cola worth $2.17M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 18,870 Coca-Cola shares in Q4 2013, an estimated $744K.
  • Coca-Cola made up 1.34% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #27 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Coca-Cola in Q2 2013 and has held it in 3 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.