Atherton Lane Advisers’s Coca-Cola KO Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$500K	Buy	11,650 +580	+5%	+$24.6K	0.03%	144
2015 Q3	$444K	Buy	11,070 +220	+2%	+$8.81K	0.03%	145
2015 Q2	$426K	Sell	10,850 -12,492	-54%	-$508K	0.02%	154
2015 Q1	$947K	Sell	23,342 -5,990	-20%	-$251K	0.05%	124
2014 Q4	$1.24M	Sell	29,332 -2,840	-9%	-$121K	0.07%	101
2014 Q3	$1.37M	Sell	32,172 -1,942	-6%	-$80.3K	0.08%	99
2014 Q2	$1.45M	Sell	34,114 -13,035	-28%	-$529K	0.08%	98
2014 Q1	$1.82M	Sell	47,149 -337,662	-88%	-$13M	0.11%	78
2013 Q4	$15.9M	Sell	384,811 -79,384	-17%	-$3.13M	1%	55
2013 Q3	$17.6M	Sell	464,195 -28,195	-6%	-$1.11M	1.2%	49
2013 Q2	$19.8M	Buy	+492,390	New	+$20.4M	1.45%	31

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BFA

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

Atherton Lane Advisers's KO Position: Q4 2015 in Review

Atherton Lane Advisers increased its Coca-Cola (KO) stake by 5.2% in Q4 2015, buying an estimated $24.6K and bringing the position to 11,650 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #144.

Atherton Lane Advisers first reported a position in KO in Q2 2013 and has held it in 11 quarters since. The position peaked at $19.8M in Q2 2013. 1,691 funds tracked by Wall St. Rank hold KO as of Q4 2015.

Atherton Lane Advisers held 11,650 shares of Coca-Cola worth $500K as of Q4 2015.
Atherton Lane Advisers bought 580 Coca-Cola shares in Q4 2015, an estimated $24.6K.
Coca-Cola made up 0.03% of Atherton Lane Advisers's portfolio in Q4 2015, its #144 holding.
Atherton Lane Advisers first reported a position in Coca-Cola in Q2 2013 and has held it in 11 quarters since.
Atherton Lane Advisers's Coca-Cola position peaked at $19.8M in Q2 2013.
1,691 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.