WCP
KO icon

Welch Capital Partners’s Coca-Cola KO Stock Holding History

Welch Capital Partners’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 		– Sell
-221,830
Closed -$9.16M – 38
2013
Q4 		$9.16M Sell
221,830
-550
-0.2% -$21.7K 3.07% 16
2013
Q3 		$8.42M Hold
222,380
– – 2.89% 21
2013
Q2 		$8.92M Buy
+222,380
New +$9.21M 3.12% 16

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

Welch Capital Partners's KO Position: Q1 2014 in Review

Welch Capital Partners sold out of Coca-Cola (KO) in Q1 2014, closing a stake of 221,830 shares — an estimated $9.16M sold.

Welch Capital Partners first reported a position in KO in Q2 2013 and held it in 3 quarters. The position peaked at $9.16M in Q4 2013. 1,573 funds tracked by Wall St. Rank hold KO as of Q1 2014.

  • Welch Capital Partners reported no remaining Coca-Cola position as of Q1 2014 after selling out during the quarter.
  • Welch Capital Partners sold 221,830 Coca-Cola shares in Q1 2014, an estimated $9.16M.
  • Welch Capital Partners first reported a position in Coca-Cola in Q2 2013 and held it in 3 quarters.
  • Welch Capital Partners's Coca-Cola position peaked at $9.16M in Q4 2013.
  • 1,573 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2014.

Based on Welch Capital Partners's 13F filing for Q1 2014, filed 6 May 2014.