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Wilmington Trust Investment Management’s Coca-Cola KO Stock Holding History

Wilmington Trust Investment Management’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
Q2 		$3.89M Sell
91,778
-1,700
-2% -$69K 0.79% 12
2014
Q1 		$3.61M Buy
93,478
+25,300
+37% +$977K 0.73% 13
2013
Q4 		$2.82M Sell
68,178
-2,000
-3% -$78.9K 0.56% 21
2013
Q3 		$2.66M Hold
70,178
– – 0.56% 24
2013
Q2 		$2.81M Buy
+70,178
New +$2.91M 0.61% 24

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Wilmington Trust Investment Management's KO Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its Coca-Cola (KO) stake by 1.8% in Q2 2014, selling an estimated $69K and leaving 91,778 shares worth $3.89M. The position accounts for 0.79% of the portfolio, ranked #12.

Wilmington Trust Investment Management first reported a position in KO in Q2 2013 and has held it in 5 quarters since. 1,583 funds tracked by Wall St. Rank hold KO as of Q2 2014.

  • Wilmington Trust Investment Management held 91,778 shares of Coca-Cola worth $3.89M as of Q2 2014.
  • Wilmington Trust Investment Management sold 1,700 Coca-Cola shares in Q2 2014, an estimated $69K.
  • Coca-Cola made up 0.79% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #12 holding.
  • Wilmington Trust Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 5 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.