Lehman Financial Resources’s Coca-Cola KO Stock Holding History

Lehman Financial Resources’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 Q4	–	Sell	-3,390	Closed	-$136K	–	208
2015 Q3	$136K	Sell	3,390 -1,400	-29%	-$56.1K	0.07%	71
2015 Q2	$187K	Hold	4,790	–	–	0.09%	59
2015 Q1	$194K	Buy	4,790 +700	+17%	+$29.3K	0.09%	60
2014 Q4	$173K	Sell	4,090 -500	-11%	-$21.4K	0.08%	67
2014 Q3	$196K	Hold	4,590	–	–	0.1%	58
2014 Q2	$194K	Hold	4,590	–	–	0.09%	60
2014 Q1	$177K	Buy	4,590 +300	+7%	+$11.6K	0.09%	60
2013 Q4	$177K	Buy	4,290 +400	+10%	+$15.8K	0.11%	60
2013 Q3	$147K	Buy	3,890 +500	+15%	+$19.8K	0.09%	59
2013 Q2	$136K	Buy	+3,390	New	+$140K	0.09%	59

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lehman Financial Resources's KO Position: Q4 2015 in Review

Lehman Financial Resources sold out of Coca-Cola (KO) in Q4 2015, closing a stake of 3,390 shares — an estimated $136K sold.

Lehman Financial Resources first reported a position in KO in Q2 2013 and held it in 10 quarters. The position peaked at $196K in Q3 2014. 1,692 funds tracked by Wall St. Rank hold KO as of Q4 2015.

Lehman Financial Resources reported no remaining Coca-Cola position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 3,390 Coca-Cola shares in Q4 2015, an estimated $136K.
Lehman Financial Resources first reported a position in Coca-Cola in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Coca-Cola position peaked at $196K in Q3 2014.
1,692 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.