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Stancorp Investment Advisers’s Coca-Cola KO Stock Holding History

Stancorp 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
2015
Q1 		$585K Buy
14,420
+66
+0.5% +$2.76K 0.28% 107
2014
Q4 		$606K Buy
+14,354
New +$613K 0.28% 106

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stancorp Investment Advisers's KO Position: Q1 2015 in Review

Stancorp Investment Advisers increased its Coca-Cola (KO) stake by 0.46% in Q1 2015, buying an estimated $2.76K and bringing the position to 14,420 shares worth $585K. The position accounts for 0.28% of the portfolio, ranked #107.

Stancorp Investment Advisers first reported a position in KO in Q4 2014 and has held it in 2 quarters since. The position peaked at $606K in Q4 2014. 1,654 funds tracked by Wall St. Rank hold KO as of Q1 2015.

  • Stancorp Investment Advisers held 14,420 shares of Coca-Cola worth $585K as of Q1 2015.
  • Stancorp Investment Advisers bought 66 Coca-Cola shares in Q1 2015, an estimated $2.76K.
  • Coca-Cola made up 0.28% of Stancorp Investment Advisers's portfolio in Q1 2015, its #107 holding.
  • Stancorp Investment Advisers first reported a position in Coca-Cola in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Coca-Cola position peaked at $606K in Q4 2014.
  • 1,654 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.