Barton Investment Management’s Coca-Cola KO Stock Holding History

Barton Investment Management’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
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%	-$48.4K	0.12%	39
2014 Q3	$353K	Hold	8,283	–	–	0.14%	40
2014 Q2	$351K	Sell	8,283 -5,000	-38%	-$203K	0.14%	40
2014 Q1	$514K	Hold	13,283	–	–	0.21%	32
2013 Q4	$549K	Buy	13,283 +2,267	+21%	+$89.4K	0.22%	33
2013 Q3	$417K	Sell	11,016 -8,200	-43%	-$324K	0.19%	38
2013 Q2	$771K	Buy	+19,216	New	+$796K	0.4%	25

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

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

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

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

BFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barton Investment Management's KO Position: Q2 2016 in Review

Barton Investment Management sold out of Coca-Cola (KO) in Q2 2016, closing a stake of 7,149 shares — an estimated $331K sold.

Barton Investment Management first reported a position in KO in Q2 2013 and held it in 12 quarters. The position peaked at $771K in Q2 2013. 1,745 funds tracked by Wall St. Rank hold KO as of Q2 2016.

Barton Investment Management reported no remaining Coca-Cola position as of Q2 2016 after selling out during the quarter.
Barton Investment Management sold 7,149 Coca-Cola shares in Q2 2016, an estimated $331K.
Barton Investment Management first reported a position in Coca-Cola in Q2 2013 and held it in 12 quarters.
Barton Investment Management's Coca-Cola position peaked at $771K in Q2 2013.
1,745 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2016.

Based on Barton Investment Management's 13F filing for Q2 2016, filed 3 Aug 2016.