WIL
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Winifred I. Li’s Coca-Cola KO Stock Holding History

Winifred I. Li’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 		$270K Buy
6,397
+499
+8% +$21.3K 0.26% 91
2014
Q3 		$252K Hold
5,898
– – 0.24% 94
2014
Q2 		$250K Sell
5,898
-576
-9% -$23.4K 0.21% 114
2014
Q1 		$250K Sell
6,474
-2,250
-26% -$86.9K 0.22% 117
2013
Q4 		$361K Sell
8,724
-10
-0.1% -$394 0.31% 99
2013
Q3 		$330K Sell
8,734
-6,120
-41% -$242K 0.31% 101
2013
Q2 		$596K Buy
+14,854
New +$615K 0.55% 58

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

Winifred I. Li's KO Position: Q4 2014 in Review

Winifred I. Li increased its Coca-Cola (KO) stake by 8.5% in Q4 2014, buying an estimated $21.3K and bringing the position to 6,397 shares worth $270K. The position accounts for 0.26% of the portfolio, ranked #91.

Winifred I. Li first reported a position in KO in Q2 2013 and has held it in 7 quarters since. The position peaked at $596K in Q2 2013. 1,651 funds tracked by Wall St. Rank hold KO as of Q4 2014.

  • Winifred I. Li held 6,397 shares of Coca-Cola worth $270K as of Q4 2014.
  • Winifred I. Li bought 499 Coca-Cola shares in Q4 2014, an estimated $21.3K.
  • Coca-Cola made up 0.26% of Winifred I. Li's portfolio in Q4 2014, its #91 holding.
  • Winifred I. Li first reported a position in Coca-Cola in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Coca-Cola position peaked at $596K in Q2 2013.
  • 1,651 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.