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Wood Investment Counsel’s Coca-Cola KO Stock Holding History

Wood Investment Counsel’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 		$232K Sell
5,450
-870
-14% -$36K 0.03% 79
2014
Q2 		$268K Hold
6,320
– – 0.04% 68
2014
Q1 		$244K Hold
6,320
– – 0.04% 73
2013
Q4 		$261K Hold
6,320
– – 0.04% 68
2013
Q3 		$239K Hold
6,320
– – 0.04% 66
2013
Q2 		$253K Buy
+6,320
New +$262K 0.05% 71

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Wood Investment Counsel's KO Position: Q3 2014 in Review

Wood Investment Counsel reduced its Coca-Cola (KO) stake by 14% in Q3 2014, selling an estimated $36K and leaving 5,450 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #79.

Wood Investment Counsel first reported a position in KO in Q2 2013 and has held it in 6 quarters since. The position peaked at $268K in Q2 2014. 1,584 funds tracked by Wall St. Rank hold KO as of Q3 2014.

  • Wood Investment Counsel held 5,450 shares of Coca-Cola worth $232K as of Q3 2014.
  • Wood Investment Counsel sold 870 Coca-Cola shares in Q3 2014, an estimated $36K.
  • Coca-Cola made up 0.03% of Wood Investment Counsel's portfolio in Q3 2014, its #79 holding.
  • Wood Investment Counsel first reported a position in Coca-Cola in Q2 2013 and has held it in 6 quarters since.
  • Wood Investment Counsel's Coca-Cola position peaked at $268K in Q2 2014.
  • 1,584 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2014.

Based on Wood Investment Counsel's 13F filing for Q3 2014, filed 27 Oct 2014.