Allen Operations’s Coca-Cola KO Stock Holding History

Allen Operations’s Portfolio KO Stock Details KO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.01M	Hold	99,054	–	–	0.96%	18
2025 Q1	$7.09M	Sell	99,054 -65,854	-40%	-$4.72M	1.17%	18
2024 Q4	$6.17M	Buy	164,908 +65,854	+66%	+$2.46M	0.98%	18
2024 Q3	$7.12M	Hold	99,054	–	–	1.2%	19
2024 Q2	$6.3M	Hold	99,054	–	–	1.23%	19
2024 Q1	$6.06M	Hold	99,054	–	–	1.15%	18
2023 Q4	$5.84M	Hold	99,054	–	–	1.16%	18
2023 Q3	$5.55M	Hold	99,054	–	–	1.23%	20
2023 Q2	$5.97M	Hold	99,054	–	–	1.32%	18
2023 Q1	$6.14M	Hold	99,054	–	–	1.56%	17
2022 Q4	$6.3M	Buy	99,054 +33,200	+50%	+$2.11M	1.68%	16
2022 Q3	$3.69M	Hold	65,854	–	–	0.98%	21
2022 Q2	$4.14M	Hold	65,854	–	–	1.04%	19
2022 Q1	$4.08M	Hold	65,854	–	–	0.72%	21
2021 Q4	$3.9M	Hold	65,854	–	–	0.54%	21
2021 Q3	$3.46M	Hold	65,854	–	–	0.53%	24
2021 Q2	$3.56M	Hold	65,854	–	–	0.61%	22
2021 Q1	$3.47M	Hold	65,854	–	–	0.71%	19
2020 Q4	$3.61M	Hold	65,854	–	–	0.79%	17
2020 Q3	$3.25M	Hold	65,854	–	–	1.13%	15
2020 Q2	$2.94M	Hold	65,854	–	–	1.5%	14
2020 Q1	$2.91M	Hold	65,854	–	–	1.81%	12
2019 Q4	$3.65M	Hold	65,854	–	–	1.56%	12
2019 Q3	$3.59M	Hold	65,854	–	–	1.74%	12
2019 Q2	$3.35M	Hold	65,854	–	–	1.31%	15
2019 Q1	$3.09M	Hold	65,854	–	–	1.27%	13
2018 Q4	$3.12M	Hold	65,854	–	–	1.53%	13
2018 Q3	$3.04M	Hold	65,854	–	–	1.1%	14
2018 Q2	$2.89M	Hold	65,854	–	–	1.07%	14
2018 Q1	$2.86M	Hold	65,854	–	–	0.79%	13
2017 Q4	$3.02M	Hold	65,854	–	–	1.04%	11
2017 Q3	$2.96M	Hold	65,854	–	–	2.63%	11
2017 Q2	$2.95M	Hold	65,854	–	–	2.85%	11
2017 Q1	$2.8M	Hold	65,854	–	–	2.95%	11
2016 Q4	$2.73M	Hold	65,854	–	–	2.89%	13
2016 Q3	$2.79M	Hold	65,854	–	–	2.99%	12
2016 Q2	$2.99M	Hold	65,854	–	–	3.73%	10
2016 Q1	$3.06M	Hold	65,854	–	–	3.45%	12
2015 Q4	$2.83M	Hold	65,854	–	–	3.18%	12
2015 Q3	$2.64M	Hold	65,854	–	–	3.14%	10
2015 Q2	$2.58M	Hold	65,854	–	–	2.71%	13
2015 Q1	$2.67M	Hold	65,854	–	–	2.72%	13
2014 Q4	$2.78M	Hold	65,854	–	–	2.86%	14
2014 Q3	$2.81M	Hold	65,854	–	–	3.25%	12
2014 Q2	$2.79M	Hold	65,854	–	–	3.37%	12
2014 Q1	$2.55M	Hold	65,854	–	–	3.16%	14
2013 Q4	$2.72M	Hold	65,854	–	–	3.86%	11
2013 Q3	$2.5M	Hold	65,854	–	–	3.8%	10
2013 Q2	$2.64M	Buy	+65,854	New	+$2.64M	4.43%	9