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Stifel Nicolaus & Co’s Coca-Cola KO Stock Holding History

Stifel Nicolaus & Co’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
Q3 		$25M Buy
658,882
+9,123
+1% +$361K 0.41% 55
2013
Q2 		$26.1M Buy
+649,759
New +$26.9M 0.47% 46

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 16.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stifel Nicolaus & Co's KO Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Coca-Cola (KO) stake by 1.4% in Q3 2013, buying an estimated $361K and bringing the position to 658,882 shares worth $25M. The position accounts for 0.41% of the portfolio, ranked #55.

Stifel Nicolaus & Co first reported a position in KO in Q2 2013 and has held it in 2 quarters since. The position peaked at $26.1M in Q2 2013. 1,464 funds tracked by Wall St. Rank hold KO as of Q3 2013.

  • Stifel Nicolaus & Co held 658,882 shares of Coca-Cola worth $25M as of Q3 2013.
  • Stifel Nicolaus & Co bought 9,123 Coca-Cola shares in Q3 2013, an estimated $361K.
  • Coca-Cola made up 0.41% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #55 holding.
  • Stifel Nicolaus & Co first reported a position in Coca-Cola in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Coca-Cola position peaked at $26.1M in Q2 2013.
  • 1,464 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.