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Tower Trust’s Coca-Cola KO Stock Holding History

Tower Trust’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
2014
Q1 		$955K Buy
24,713
+297
+1% +$11.5K 0.6% 46
2013
Q4 		$1.01M Buy
24,416
+5,830
+31% +$230K 0.61% 50
2013
Q3 		$704K Sell
18,586
-209
-1% -$8.26K 0.48% 61
2013
Q2 		$754K Buy
+18,795
New +$778K 0.54% 59

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
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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tower Trust's KO Position: Q1 2014 in Review

Tower Trust increased its Coca-Cola (KO) stake by 1.2% in Q1 2014, buying an estimated $11.5K and bringing the position to 24,713 shares worth $955K. The position accounts for 0.6% of the portfolio, ranked #46.

Tower Trust first reported a position in KO in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2013. 1,573 funds tracked by Wall St. Rank hold KO as of Q1 2014.

  • Tower Trust held 24,713 shares of Coca-Cola worth $955K as of Q1 2014.
  • Tower Trust bought 297 Coca-Cola shares in Q1 2014, an estimated $11.5K.
  • Coca-Cola made up 0.6% of Tower Trust's portfolio in Q1 2014, its #46 holding.
  • Tower Trust first reported a position in Coca-Cola in Q2 2013 and has held it in 4 quarters since.
  • Tower Trust's Coca-Cola position peaked at $1.01M in Q4 2013.
  • 1,573 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.