Steven Check’s Coca-Cola KO Stock Holding History

Steven Check’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 Q2	–	Sell	-5,526	Closed	-$224K	–	54
2015 Q1	$224K	Sell	5,526 -1,400	-20%	-$58.6K	0.02%	50
2014 Q4	$292K	Sell	6,926 -5,927	-46%	-$253K	0.03%	45
2014 Q3	$548K	Sell	12,853 -10,614	-45%	-$439K	0.05%	30
2014 Q2	$994K	Buy	23,467 +3,502	+18%	+$142K	0.1%	27
2014 Q1	$772K	Buy	19,965 +2,800	+16%	+$108K	0.08%	24
2013 Q4	$709K	Sell	17,165 -147	-0.8%	-$5.8K	0.09%	24
2013 Q3	$656K	Sell	17,312 -389	-2%	-$15.4K	0.09%	25
2013 Q2	$710K	Buy	+17,701	New	+$733K	0.1%	27

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Steven Check's KO Position: Q2 2015 in Review

Steven Check sold out of Coca-Cola (KO) in Q2 2015, closing a stake of 5,526 shares — an estimated $224K sold.

Steven Check first reported a position in KO in Q2 2013 and held it in 8 quarters. The position peaked at $994K in Q2 2014. 1,647 funds tracked by Wall St. Rank hold KO as of Q2 2015.

Steven Check reported no remaining Coca-Cola position as of Q2 2015 after selling out during the quarter.
Steven Check sold 5,526 Coca-Cola shares in Q2 2015, an estimated $224K.
Steven Check first reported a position in Coca-Cola in Q2 2013 and held it in 8 quarters.
Steven Check's Coca-Cola position peaked at $994K in Q2 2014.
1,647 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2015.

Based on Check Capital Management's 13F filing for Q2 2015, filed 12 Aug 2015.