Appleton Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
15,434
+75
| +0.5% | +$5.31K | 0.08% | 134 |
|
|
2025
Q1 | $1.1M | Sell |
15,359
-1,400
| -8% | -$100K | 0.09% | 127 |
|
|
2024
Q4 | $1.04M | Sell |
16,759
-165
| -1% | -$10.3K | 0.08% | 131 |
|
|
2024
Q3 | $1.22M | Sell |
16,924
-288
| -2% | -$20.7K | 0.09% | 122 |
|
|
2024
Q2 | $1.1M | Sell |
17,212
-666
| -4% | -$42.4K | 0.08% | 128 |
|
|
2024
Q1 | $1.09M | Sell |
17,878
-4,634
| -21% | -$284K | 0.08% | 131 |
|
|
2023
Q4 | $1.33M | Sell |
22,512
-195
| -0.9% | -$11.5K | 0.11% | 125 |
|
|
2023
Q3 | $1.27M | Sell |
22,707
-1,394
| -6% | -$78K | 0.11% | 122 |
|
|
2023
Q2 | $1.45M | Buy |
24,101
+888
| +4% | +$53.5K | 0.12% | 122 |
|
|
2023
Q1 | $1.44M | Buy |
23,213
+3,949
| +20% | +$245K | 0.13% | 131 |
|
|
2022
Q4 | $1.23M | Sell |
19,264
-497
| -3% | -$31.6K | 0.12% | 139 |
|
|
2022
Q3 | $1.11M | Sell |
19,761
-353
| -2% | -$19.8K | 0.11% | 141 |
|
|
2022
Q2 | $1.27M | Sell |
20,114
-261
| -1% | -$16.4K | 0.12% | 136 |
|
|
2022
Q1 | $1.26M | Sell |
20,375
-2,181
| -10% | -$135K | 0.1% | 146 |
|
|
2021
Q4 | $1.34M | Buy |
22,556
+2,000
| +10% | +$118K | 0.1% | 147 |
|
|
2021
Q3 | $1.08M | Sell |
20,556
-1,260
| -6% | -$66.1K | 0.09% | 152 |
|
|
2021
Q2 | $1.18M | Buy |
21,816
+175
| +0.8% | +$9.47K | 0.1% | 144 |
|
|
2021
Q1 | $1.14M | Buy |
21,641
+130
| +0.6% | +$6.85K | 0.11% | 142 |
|
|
2020
Q4 | $1.18M | Buy |
21,511
+295
| +1% | +$16.2K | 0.12% | 134 |
|
|
2020
Q3 | $1.05M | Sell |
21,216
-255
| -1% | -$12.6K | 0.12% | 135 |
|
|
2020
Q2 | $959K | Sell |
21,471
-663
| -3% | -$29.6K | 0.11% | 135 |
|
|
2020
Q1 | $979K | Sell |
22,134
-240
| -1% | -$10.6K | 0.14% | 131 |
|
|
2019
Q4 | $1.24M | Sell |
22,374
-845
| -4% | -$46.8K | 0.14% | 141 |
|
|
2019
Q3 | $1.26M | Sell |
23,219
-1,287
| -5% | -$70.1K | 0.15% | 133 |
|
|
2019
Q2 | $1.25M | Buy |
24,506
+549
| +2% | +$28K | 0.15% | 133 |
|
|
2019
Q1 | $1.12M | Sell |
23,957
-541
| -2% | -$25.4K | 0.15% | 135 |
|
|
2018
Q4 | $1.16M | Buy |
24,498
+9
| +0% | +$426 | 0.17% | 124 |
|
|
2018
Q3 | $1.13M | Sell |
24,489
-1,691
| -6% | -$78.1K | 0.15% | 135 |
|
|
2018
Q2 | $1.15M | Sell |
26,180
-768
| -3% | -$33.7K | 0.16% | 129 |
|
|
2018
Q1 | $1.17M | Sell |
26,948
-332
| -1% | -$14.4K | 0.18% | 129 |
|
|
2017
Q4 | $1.25M | Buy |
27,280
+473
| +2% | +$21.7K | 0.19% | 123 |
|
|
2017
Q3 | $1.21M | Buy |
26,807
+236
| +0.9% | +$10.6K | 0.2% | 116 |
|
|
2017
Q2 | $1.19M | Sell |
26,571
-427
| -2% | -$19.2K | 0.2% | 121 |
|
|
2017
Q1 | $1.15M | Sell |
26,998
-2,333
| -8% | -$99K | 0.21% | 105 |
|
|
2016
Q4 | $1.22M | Buy |
29,331
+62
| +0.2% | +$2.57K | 0.25% | 101 |
|
|
2016
Q3 | $1.24M | Sell |
29,269
-1,862
| -6% | -$78.8K | 0.23% | 103 |
|
|
2016
Q2 | $1.41M | Sell |
31,131
-647
| -2% | -$29.3K | 0.29% | 84 |
|
|
2016
Q1 | $1.47M | Sell |
31,778
-1,600
| -5% | -$74.2K | 0.29% | 79 |
|
|
2015
Q4 | $1.43M | Sell |
33,378
-853
| -2% | -$36.6K | 0.28% | 80 |
|
|
2015
Q3 | $1.37M | Hold |
34,231
| – | – | 0.31% | 77 |
|
|
2015
Q2 | $1.34M | Sell |
34,231
-362
| -1% | -$14.2K | 0.3% | 76 |
|
|
2015
Q1 | $1.4M | Sell |
34,593
-1,217
| -3% | -$49.4K | 0.32% | 74 |
|
|
2014
Q4 | $1.51M | Sell |
35,810
-671
| -2% | -$28.3K | 0.35% | 71 |
|
|
2014
Q3 | $1.56M | Buy |
36,481
+946
| +3% | +$40.3K | 0.36% | 73 |
|
|
2014
Q2 | $1.51M | Sell |
35,535
-785
| -2% | -$33.2K | 0.35% | 72 |
|
|
2014
Q1 | $1.4M | Sell |
36,320
-3,723
| -9% | -$144K | 0.33% | 71 |
|
|
2013
Q4 | $1.65M | Sell |
40,043
-794
| -2% | -$32.8K | 0.4% | 62 |
|
|
2013
Q3 | $1.55M | Buy |
40,837
+2,080
| +5% | +$78.8K | 0.41% | 64 |
|
|
2013
Q2 | $1.55M | Buy |
+38,757
| New | +$1.55M | 0.45% | 54 |
|