Simply Money Advisors’s Coca-Cola KO Stock Holding History

Simply Money 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
2014 Q1	–	Sell	-56	Closed	-$2K	–	65
2013 Q4	$2K	Buy	+56	New	+$2.21K	﹤0.01%	65
2013 Q3	–	Sell	-988	Closed	-$40K	–	257
2013 Q2	$40K	Buy	+988	New	+$40.9K	0.01%	77

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

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Simply Money Advisors's KO Position: Q1 2014 in Review

Simply Money Advisors sold out of Coca-Cola (KO) in Q1 2014, closing a stake of 56 shares — an estimated $2K sold.

Simply Money Advisors first reported a position in KO in Q2 2013 and held it in 2 quarters. The position peaked at $40K in Q2 2013. 1,573 funds tracked by Wall St. Rank hold KO as of Q1 2014.

Simply Money Advisors reported no remaining Coca-Cola position as of Q1 2014 after selling out during the quarter.
Simply Money Advisors sold 56 Coca-Cola shares in Q1 2014, an estimated $2K.
Simply Money Advisors first reported a position in Coca-Cola in Q2 2013 and held it in 2 quarters.
Simply Money Advisors's Coca-Cola position peaked at $40K in Q2 2013.
1,573 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.