Barton Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,149
| Closed | -$331K | – | 50 |
|
|
2016
Q1 | $331K | Hold |
7,149
| – | – | 0.09% | 44 |
|
|
2015
Q4 | $307K | Hold |
7,149
| – | – | 0.1% | 37 |
|
|
2015
Q3 | $286K | Hold |
7,149
| – | – | 0.1% | 41 |
|
|
2015
Q2 | $280K | Hold |
7,149
| – | – | 0.1% | 41 |
|
|
2015
Q1 | $290K | Hold |
7,149
| – | – | 0.11% | 40 |
|
|
2014
Q4 | $302K | Sell |
7,149
-1,134
| -14% | -$47.9K | 0.12% | 39 |
|
|
2014
Q3 | $353K | Hold |
8,283
| – | – | 0.14% | 40 |
|
|
2014
Q2 | $351K | Sell |
8,283
-5,000
| -38% | -$212K | 0.14% | 40 |
|
|
2014
Q1 | $514K | Hold |
13,283
| – | – | 0.21% | 32 |
|
|
2013
Q4 | $549K | Buy |
13,283
+2,267
| +21% | +$93.7K | 0.22% | 33 |
|
|
2013
Q3 | $417K | Sell |
11,016
-8,200
| -43% | -$310K | 0.19% | 38 |
|
|
2013
Q2 | $771K | Buy |
+19,216
| New | +$771K | 0.4% | 25 |
|