Aspen Investment Management’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 | $688K | Hold |
9,727
| – | – | 0.29% | 82 |
|
|
2025
Q1 | $697K | Buy |
9,727
+31
| +0.3% | +$2.22K | 0.32% | 83 |
|
|
2024
Q4 | $604K | Hold |
9,696
| – | – | 0.28% | 90 |
|
|
2024
Q3 | $697K | Sell |
9,696
-285
| -3% | -$20.5K | 0.33% | 80 |
|
|
2024
Q2 | $635K | Sell |
9,981
-50
| -0.5% | -$3.18K | 0.32% | 85 |
|
|
2024
Q1 | $614K | Sell |
10,031
-313
| -3% | -$19.2K | 0.31% | 89 |
|
|
2023
Q4 | $610K | Buy |
10,344
+20
| +0.2% | +$1.18K | 0.34% | 82 |
|
|
2023
Q3 | $577K | Hold |
10,324
| – | – | 0.35% | 80 |
|
|
2023
Q2 | $622K | Hold |
10,324
| – | – | 0.37% | 76 |
|
|
2023
Q1 | $640K | Sell |
10,324
-7,128
| -41% | -$442K | 0.41% | 71 |
|
|
2022
Q4 | $1.11M | Sell |
17,452
-1,650
| -9% | -$105K | 0.73% | 43 |
|
|
2022
Q3 | $1.07M | Buy |
19,102
+1,283
| +7% | +$71.9K | 0.71% | 45 |
|
|
2022
Q2 | $1.12M | Buy |
17,819
+8
| +0% | +$503 | 0.7% | 49 |
|
|
2022
Q1 | $1.1M | Buy |
17,811
+3,764
| +27% | +$233K | 0.58% | 60 |
|
|
2021
Q4 | $832K | Buy |
14,047
+51
| +0.4% | +$3.02K | 0.41% | 80 |
|
|
2021
Q3 | $734K | Buy |
13,996
+431
| +3% | +$22.6K | 0.39% | 84 |
|
|
2021
Q2 | $734K | Buy |
13,565
+372
| +3% | +$20.1K | 0.38% | 83 |
|
|
2021
Q1 | $695K | Sell |
13,193
-41
| -0.3% | -$2.16K | 0.39% | 85 |
|
|
2020
Q4 | $726K | Buy |
13,234
+2,488
| +23% | +$136K | 0.43% | 74 |
|
|
2020
Q3 | $531K | Hold |
10,746
| – | – | 0.35% | 82 |
|
|
2020
Q2 | $480K | Hold |
10,746
| – | – | 0.34% | 80 |
|
|
2020
Q1 | $476K | Hold |
10,746
| – | – | 0.41% | 70 |
|
|
2019
Q4 | $595K | Hold |
10,746
| – | – | 0.37% | 76 |
|
|
2019
Q3 | $585K | Hold |
10,746
| – | – | 0.39% | 75 |
|
|
2019
Q2 | $547K | Sell |
10,746
-200
| -2% | -$10.2K | 0.36% | 79 |
|
|
2019
Q1 | $513K | Hold |
10,946
| – | – | 0.36% | 80 |
|
|
2018
Q4 | $518K | Hold |
10,946
| – | – | 0.42% | 76 |
|
|
2018
Q3 | $506K | Hold |
10,946
| – | – | 0.33% | 86 |
|
|
2018
Q2 | $480K | Hold |
10,946
| – | – | 0.33% | 86 |
|
|
2018
Q1 | $475K | Hold |
10,946
| – | – | 0.34% | 84 |
|
|
2017
Q4 | $502K | Hold |
10,946
| – | – | 0.36% | 83 |
|
|
2017
Q3 | $493K | Hold |
10,946
| – | – | 0.37% | 76 |
|
|
2017
Q2 | $491K | Hold |
10,946
| – | – | 0.37% | 73 |
|
|
2017
Q1 | $465K | Sell |
10,946
-150
| -1% | -$6.37K | 0.34% | 76 |
|
|
2016
Q4 | $460K | Hold |
11,096
| – | – | 0.35% | 72 |
|
|
2016
Q3 | $470K | Hold |
11,096
| – | – | 0.37% | 68 |
|
|
2016
Q2 | $503K | Sell |
11,096
-800
| -7% | -$36.3K | 0.41% | 60 |
|
|
2016
Q1 | $552K | Hold |
11,896
| – | – | 0.51% | 53 |
|
|
2015
Q4 | $511K | Hold |
11,896
| – | – | 0.51% | 59 |
|
|
2015
Q3 | $477K | Sell |
11,896
-410
| -3% | -$16.4K | 0.47% | 61 |
|
|
2015
Q2 | $483K | Hold |
12,306
| – | – | 0.41% | 65 |
|
|
2015
Q1 | $499K | Buy |
12,306
+280
| +2% | +$11.4K | 0.4% | 66 |
|
|
2014
Q4 | $508K | Hold |
12,026
| – | – | 0.43% | 66 |
|
|
2014
Q3 | $513K | Buy |
12,026
+551
| +5% | +$23.5K | 0.43% | 59 |
|
|
2014
Q2 | $486K | Hold |
11,475
| – | – | 0.3% | 87 |
|
|
2014
Q1 | $444K | Buy |
11,475
+205
| +2% | +$7.93K | 0.28% | 89 |
|
|
2013
Q4 | $466K | Buy |
11,270
+100
| +0.9% | +$4.14K | 0.31% | 90 |
|
|
2013
Q3 | $423K | Hold |
11,170
| – | – | 0.3% | 84 |
|
|
2013
Q2 | $448K | Buy |
+11,170
| New | +$448K | 0.3% | 82 |
|