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Wilson Kemp & Associates’s Coca-Cola KO Stock Holding History

Wilson Kemp & Associates’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
Q3 		– Sell
-6,600
Closed -$280K – 38
2014
Q2 		$280K Hold
6,600
– – 1% 44
2014
Q1 		$255K Sell
6,600
-1,200
-15% -$46.4K 0.66% 51
2013
Q4 		$322K Buy
7,800
+1,200
+18% +$47.3K 0.62% 51
2013
Q3 		$250K Sell
6,600
-2,800
-30% -$111K 0.55% 53
2013
Q2 		$377K Buy
+9,400
New +$389K 0.36% 66

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Wilson Kemp & Associates's KO Position: Q3 2014 in Review

Wilson Kemp & Associates sold out of Coca-Cola (KO) in Q3 2014, closing a stake of 6,600 shares — an estimated $280K sold.

Wilson Kemp & Associates first reported a position in KO in Q2 2013 and held it in 5 quarters. The position peaked at $377K in Q2 2013. 1,584 funds tracked by Wall St. Rank hold KO as of Q3 2014.

  • Wilson Kemp & Associates reported no remaining Coca-Cola position as of Q3 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 6,600 Coca-Cola shares in Q3 2014, an estimated $280K.
  • Wilson Kemp & Associates first reported a position in Coca-Cola in Q2 2013 and held it in 5 quarters.
  • Wilson Kemp & Associates's Coca-Cola position peaked at $377K in Q2 2013.
  • 1,584 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.