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Stanford Investment Group’s Coca-Cola KO Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-2,660
Closed -$110K – 161
2016
Q4 		$110K Sell
2,660
-193
-7% -$8.03K 0.05% 84
2016
Q3 		$121K Buy
2,853
+850
+42% +$37.2K 0.06% 85
2016
Q2 		$91K Hold
2,003
– – 0.05% 96
2016
Q1 		$93K Hold
2,003
– – 0.05% 93
2015
Q4 		$86K Buy
2,003
+141
+8% +$5.98K 0.05% 94
2015
Q3 		$75K Hold
1,862
– – 0.06% 90
2015
Q2 		$73K Hold
1,862
– – 0.05% 106
2015
Q1 		$76K Sell
1,862
-1,200
-39% -$50.2K 0.06% 103
2014
Q4 		$129K Buy
+3,062
New +$131K 0.11% 79

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $544B AUM 28.31% 1-Year Est. Return

Stanford Investment Group's KO Position: Q1 2017 in Review

Stanford Investment Group sold out of Coca-Cola (KO) in Q1 2017, closing a stake of 2,660 shares — an estimated $110K sold.

Stanford Investment Group first reported a position in KO in Q4 2014 and held it in 9 quarters. The position peaked at $129K in Q4 2014. 1,786 funds tracked by Wall St. Rank hold KO as of Q1 2017.

  • Stanford Investment Group reported no remaining Coca-Cola position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 2,660 Coca-Cola shares in Q1 2017, an estimated $110K.
  • Stanford Investment Group first reported a position in Coca-Cola in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Coca-Cola position peaked at $129K in Q4 2014.
  • 1,786 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.