WHV Investments’s Coca-Cola KO Stock Holding History

WHV Investments’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 Q3	–	Sell	-9,365	Closed	-$376K	–	251
2013 Q2	$376K	Buy	+9,365	New	+$388K	﹤0.01%	204

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WHV Investments's KO Position: Q3 2013 in Review

WHV Investments sold out of Coca-Cola (KO) in Q3 2013, closing a stake of 9,365 shares — an estimated $376K sold.

WHV Investments first reported a position in KO in Q2 2013 and held it in 1 quarter. The position peaked at $376K in Q2 2013. 1,464 funds tracked by Wall St. Rank hold KO as of Q3 2013.

WHV Investments reported no remaining Coca-Cola position as of Q3 2013 after selling out during the quarter.
WHV Investments sold 9,365 Coca-Cola shares in Q3 2013, an estimated $376K.
WHV Investments first reported a position in Coca-Cola in Q2 2013 and held it in 1 quarter.
WHV Investments's Coca-Cola position peaked at $376K in Q2 2013.
1,464 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2013.

Based on WHV Investments's 13F filing for Q3 2013, filed 14 Nov 2013.