Telemus Beacon Investment’s Coca-Cola KO Stock Holding History

Telemus Beacon Investment’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 Q2	$383K	Buy	+9,560	New	+$396K	0.41%	51

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Telemus Beacon Investment's KO Position: Q2 2013 in Review

Telemus Beacon Investment opened a new position in Coca-Cola (KO) in Q2 2013: 9,560 shares worth $383K. The stake represents 0.41% of the portfolio and ranks #51 among its holdings.

1,477 funds tracked by Wall St. Rank hold KO as of Q2 2013.

Telemus Beacon Investment held 9,560 shares of Coca-Cola worth $383K as of Q2 2013.
Coca-Cola was a new Telemus Beacon Investment position in Q2 2013.
Coca-Cola made up 0.41% of Telemus Beacon Investment's portfolio in Q2 2013, its #51 holding.
1,477 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2013.

Based on Telemus Beacon Investment's 13F filing for Q2 2013, filed 14 Aug 2013.