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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Fidelity Investments

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

Wellington Management Group

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

Capital Research Global Investors

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

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