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TBP Advisors’s Coca-Cola KO Stock Holding History

TBP 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
2015
Q1 		$213K Buy
+5,250
New +$220K 0.13% 48

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

TBP Advisors's KO Position: Q1 2015 in Review

TBP Advisors opened a new position in Coca-Cola (KO) in Q1 2015: 5,250 shares worth $213K. The stake represents 0.13% of the portfolio and ranks #48 among its holdings.

1,653 funds tracked by Wall St. Rank hold KO as of Q1 2015.

  • TBP Advisors held 5,250 shares of Coca-Cola worth $213K as of Q1 2015.
  • Coca-Cola was a new TBP Advisors position in Q1 2015.
  • Coca-Cola made up 0.13% of TBP Advisors's portfolio in Q1 2015, its #48 holding.
  • 1,653 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2015.

Based on TBP Advisors's 13F filing for Q1 2015, filed 17 Apr 2015.