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

Emerson 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 Q1	$599K	Hold	12,913	–	–	0.11%	83
2015 Q4	$555K	Hold	12,913	–	–	0.11%	84
2015 Q3	$518K	Buy	12,913 +482	+4%	+$19.3K	0.1%	90
2015 Q2	$488K	Sell	12,431 -1,000	-7%	-$40.7K	0.09%	104
2015 Q1	$545K	Sell	13,431 -4,967	-27%	-$208K	0.1%	103
2014 Q4	$777K	Buy	18,398 +225	+1%	+$9.61K	0.15%	92
2014 Q3	$775K	Buy	18,173 +23	+0.1%	+$951	0.15%	98
2014 Q2	$769K	Hold	18,150	–	–	0.15%	97
2014 Q1	$702K	Sell	18,150 -2,295	-11%	-$88.7K	0.14%	94
2013 Q4	$845K	Sell	20,445 -751	-4%	-$29.6K	0.18%	89
2013 Q3	$803K	Buy	21,196 +2,375	+13%	+$93.9K	0.18%	88
2013 Q2	$755K	Buy	+18,821	New	+$779K	0.18%	90

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Emerson Investment Management's KO Position: Q1 2016 in Review

Emerson Investment Management held its Coca-Cola (KO) position steady in Q1 2016 at 12,913 shares worth $599K. The position accounts for 0.11% of the portfolio, ranked #83.

Emerson Investment Management first reported a position in KO in Q2 2013 and has held it in 12 quarters since. The position peaked at $845K in Q4 2013. 1,719 funds tracked by Wall St. Rank hold KO as of Q1 2016.

Emerson Investment Management held 12,913 shares of Coca-Cola worth $599K as of Q1 2016.
Emerson Investment Management left its Coca-Cola share count unchanged in Q1 2016.
Coca-Cola made up 0.11% of Emerson Investment Management's portfolio in Q1 2016, its #83 holding.
Emerson Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 12 quarters since.
Emerson Investment Management's Coca-Cola position peaked at $845K in Q4 2013.
1,719 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.