Aspiriant LLC’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 | $979K | Sell |
13,844
-656
| -5% | -$46.4K | 0.03% | 148 |
|
|
2025
Q1 | $1.04M | Sell |
14,500
-1,890
| -12% | -$135K | 0.04% | 138 |
|
|
2024
Q4 | $1.02M | Sell |
16,390
-607
| -4% | -$37.8K | 0.04% | 140 |
|
|
2024
Q3 | $1.22M | Buy |
16,997
+3,945
| +30% | +$283K | 0.05% | 130 |
|
|
2024
Q2 | $831K | Sell |
13,052
-1,607
| -11% | -$102K | 0.03% | 153 |
|
|
2024
Q1 | $897K | Buy |
14,659
+249
| +2% | +$15.2K | 0.04% | 153 |
|
|
2023
Q4 | $849K | Sell |
14,410
-1,075
| -7% | -$63.4K | 0.04% | 153 |
|
|
2023
Q3 | $867K | Buy |
15,485
+2,201
| +17% | +$123K | 0.04% | 145 |
|
|
2023
Q2 | $800K | Sell |
13,284
-134
| -1% | -$8.07K | 0.04% | 148 |
|
|
2023
Q1 | $832K | Sell |
13,418
-935
| -7% | -$58K | 0.04% | 145 |
|
|
2022
Q4 | $913K | Buy |
14,353
+712
| +5% | +$45.3K | 0.05% | 136 |
|
|
2022
Q3 | $764K | Sell |
13,641
-99
| -0.7% | -$5.55K | 0.04% | 140 |
|
|
2022
Q2 | $865K | Buy |
13,740
+230
| +2% | +$14.5K | 0.04% | 131 |
|
|
2022
Q1 | $835K | Buy |
13,510
+844
| +7% | +$52.2K | 0.05% | 144 |
|
|
2021
Q4 | $753K | Buy |
12,666
+1,329
| +12% | +$79K | 0.04% | 155 |
|
|
2021
Q3 | $591K | Buy |
11,337
+9
| +0.1% | +$469 | 0.03% | 150 |
|
|
2021
Q2 | $615K | Sell |
11,328
-881
| -7% | -$47.8K | 0.03% | 145 |
|
|
2021
Q1 | $644K | Buy |
12,209
+605
| +5% | +$31.9K | 0.04% | 132 |
|
|
2020
Q4 | $635K | Sell |
11,604
-11,554
| -50% | -$632K | 0.04% | 135 |
|
|
2020
Q3 | $1.14M | Buy |
23,158
+4,037
| +21% | +$199K | 0.09% | 94 |
|
|
2020
Q2 | $854K | Buy |
19,121
+950
| +5% | +$42.4K | 0.08% | 93 |
|
|
2020
Q1 | $808K | Sell |
18,171
-1,025
| -5% | -$45.6K | 0.08% | 90 |
|
|
2019
Q4 | $1.06M | Sell |
19,196
-503
| -3% | -$27.8K | 0.1% | 92 |
|
|
2019
Q3 | $1.07M | Sell |
19,699
-600
| -3% | -$32.6K | 0.1% | 103 |
|
|
2019
Q2 | $1.03M | Sell |
20,299
-741
| -4% | -$37.7K | 0.09% | 105 |
|
|
2019
Q1 | $984K | Sell |
21,040
-965
| -4% | -$45.1K | 0.08% | 116 |
|
|
2018
Q4 | $1.04M | Sell |
22,005
-93
| -0.4% | -$4.39K | 0.08% | 104 |
|
|
2018
Q3 | $1.02M | Sell |
22,098
-3,878
| -15% | -$179K | 0.09% | 106 |
|
|
2018
Q2 | $1.14M | Sell |
25,976
-1,293
| -5% | -$56.7K | 0.1% | 99 |
|
|
2018
Q1 | $1.18M | Buy |
+27,269
| New | +$1.18M | 0.1% | 95 |
|
|
2017
Q4 | – | Sell |
-26,726
| Closed | -$1.2M | – | 132 |
|
|
2017
Q3 | $1.2M | Sell |
26,726
-3,073
| -10% | -$138K | 0.1% | 98 |
|
|
2017
Q2 | $1.34M | Sell |
29,799
-2,929
| -9% | -$131K | 0.12% | 97 |
|
|
2017
Q1 | $1.39M | Sell |
32,728
-260
| -0.8% | -$11K | 0.12% | 101 |
|
|
2016
Q4 | $1.37M | Buy |
32,988
+596
| +2% | +$24.7K | 0.12% | 91 |
|
|
2016
Q3 | $1.37M | Sell |
32,392
-5,801
| -15% | -$246K | 0.14% | 88 |
|
|
2016
Q2 | $1.51M | Buy |
38,193
+1,441
| +4% | +$56.9K | 0.14% | 89 |
|
|
2016
Q1 | $1.71M | Buy |
+36,752
| New | +$1.71M | 0.16% | 78 |
|