VNB
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Valley National Bancorp’s Coca-Cola KO Stock Holding History

Valley National Bancorp’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
Q4 		$42K Hold
1,000
– – 0.05% 130
2014
Q3 		$43K Hold
1,000
– – 0.05% 129
2014
Q2 		$42K Hold
1,000
– – 0.05% 129
2014
Q1 		$39K Sell
1,000
-1,000
-50% -$38.6K 0.05% 130
2013
Q4 		$83K Buy
+2,000
New +$78.9K 0.08% 102

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
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

Valley National Bancorp's KO Position: Q4 2014 in Review

Valley National Bancorp held its Coca-Cola (KO) position steady in Q4 2014 at 1,000 shares worth $42K. The position accounts for 0.05% of the portfolio, ranked #130.

Valley National Bancorp first reported a position in KO in Q4 2013 and has held it in 5 quarters since. The position peaked at $83K in Q4 2013. 1,651 funds tracked by Wall St. Rank hold KO as of Q4 2014.

  • Valley National Bancorp held 1,000 shares of Coca-Cola worth $42K as of Q4 2014.
  • Valley National Bancorp left its Coca-Cola share count unchanged in Q4 2014.
  • Coca-Cola made up 0.05% of Valley National Bancorp's portfolio in Q4 2014, its #130 holding.
  • Valley National Bancorp first reported a position in Coca-Cola in Q4 2013 and has held it in 5 quarters since.
  • Valley National Bancorp's Coca-Cola position peaked at $83K in Q4 2013.
  • 1,651 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2014.

Based on Valley National Bancorp's 13F filing for Q4 2014, filed 9 Feb 2015.