Atlantic Investment Company’s Coca-Cola KO Stock Holding History

Atlantic Investment Company’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 Q3	$982K	Buy	24,476 +235	+1%	+$9.41K	2.86%	9
2015 Q2	$951K	Buy	24,241 +200	+0.8%	+$8.13K	2.28%	11
2015 Q1	$975K	Hold	24,041	–	–	1.91%	11
2014 Q4	$1.01M	Buy	+24,041	New	+$1.03M	1.42%	10
2014 Q3	–	Sell	-24,136	Closed	-$998K	–	9
2014 Q2	$1.02M	Hold	24,136	–	–	0.88%	10
2014 Q1	$933K	Hold	24,136	–	–	0.91%	11
2013 Q4	$997K	Hold	24,136	–	–	0.88%	10
2013 Q3	$914K	Hold	24,136	–	–	0.6%	11
2013 Q2	$968K	Buy	+24,136	New	+$999K	0.72%	10

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlantic Investment Company's KO Position: Q3 2015 in Review

Atlantic Investment Company increased its Coca-Cola (KO) stake by 0.97% in Q3 2015, buying an estimated $9.41K and bringing the position to 24,476 shares worth $982K. The position accounts for 2.86% of the portfolio, ranked #9.

Atlantic Investment Company first reported a position in KO in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2014. 1,619 funds tracked by Wall St. Rank hold KO as of Q3 2015.

Atlantic Investment Company held 24,476 shares of Coca-Cola worth $982K as of Q3 2015.
Atlantic Investment Company bought 235 Coca-Cola shares in Q3 2015, an estimated $9.41K.
Coca-Cola made up 2.86% of Atlantic Investment Company's portfolio in Q3 2015, its #9 holding.
Atlantic Investment Company first reported a position in Coca-Cola in Q2 2013 and has held it in 9 quarters since.
Atlantic Investment Company's Coca-Cola position peaked at $1.02M in Q2 2014.
1,619 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2015.

Based on Atlantic Investment Company's 13F filing for Q3 2015, filed 13 Nov 2015.