Douglas C. Lane & Associates’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $5.54M | Sell |
128,986
-20,410
| -14% | -$877K | 0.15% | 123 |
|
|
2015
Q3 | $5.99M | Sell |
149,396
-64,068
| -30% | -$2.57M | 0.17% | 116 |
|
|
2015
Q2 | $8.37M | Sell |
213,464
-37,672
| -15% | -$1.48M | 0.23% | 108 |
|
|
2015
Q1 | $10.2M | Sell |
251,136
-56,569
| -18% | -$2.29M | 0.27% | 100 |
|
|
2014
Q4 | $13M | Sell |
307,705
-90,587
| -23% | -$3.82M | 0.35% | 93 |
|
|
2014
Q3 | $17M | Sell |
398,292
-146,435
| -27% | -$6.25M | 0.51% | 78 |
|
|
2014
Q2 | $23.1M | Sell |
544,727
-210,060
| -28% | -$8.9M | 0.7% | 59 |
|
|
2014
Q1 | $29.2M | Sell |
754,787
-137,134
| -15% | -$5.3M | 0.94% | 44 |
|
|
2013
Q4 | $36.8M | Sell |
891,921
-45,116
| -5% | -$1.86M | 1.22% | 28 |
|
|
2013
Q3 | $35.5M | Sell |
937,037
-14,940
| -2% | -$566K | 1.29% | 26 |
|
|
2013
Q2 | $38.2M | Buy |
+951,977
| New | +$38.2M | 1.49% | 15 |
|