Atwater Malick’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 | $10.1M | Sell |
142,920
-1,501
| -1% | -$106K | 3.2% | 14 |
|
|
2025
Q1 | $10.3M | Buy |
144,421
+5,132
| +4% | +$368K | 3.5% | 13 |
|
|
2024
Q4 | $8.67M | Sell |
139,289
-617
| -0.4% | -$38.4K | 2.91% | 13 |
|
|
2024
Q3 | $10.1M | Buy |
139,906
+1,784
| +1% | +$128K | 3.24% | 14 |
|
|
2024
Q2 | $8.79M | Buy |
138,122
+2,010
| +1% | +$128K | 3.03% | 15 |
|
|
2024
Q1 | $8.33M | Buy |
136,112
+2,245
| +2% | +$137K | 2.93% | 14 |
|
|
2023
Q4 | $7.89M | Buy |
133,867
+2,962
| +2% | +$175K | 3.09% | 14 |
|
|
2023
Q3 | $7.33M | Buy |
130,905
+1,221
| +0.9% | +$68.4K | 3.23% | 14 |
|
|
2023
Q2 | $7.81M | Buy |
129,684
+3,373
| +3% | +$203K | 3.34% | 14 |
|
|
2023
Q1 | $7.84M | Buy |
126,311
+2,250
| +2% | +$140K | 3.67% | 12 |
|
|
2022
Q4 | $7.89M | Buy |
124,061
+4,265
| +4% | +$271K | 3.89% | 11 |
|
|
2022
Q3 | $6.71M | Buy |
119,796
+1,959
| +2% | +$110K | 3.75% | 13 |
|
|
2022
Q2 | $7.41M | Buy |
117,837
+1,742
| +2% | +$110K | 3.9% | 10 |
|
|
2022
Q1 | $7.2M | Buy |
116,095
+3,156
| +3% | +$196K | 3.48% | 14 |
|
|
2021
Q4 | $6.69M | Buy |
112,939
+3,919
| +4% | +$232K | 3.1% | 18 |
|
|
2021
Q3 | $5.72M | Buy |
109,020
+3,223
| +3% | +$169K | 3.02% | 19 |
|
|
2021
Q2 | $5.73M | Buy |
105,797
+3,463
| +3% | +$187K | 3.17% | 18 |
|
|
2021
Q1 | $5.39M | Sell |
102,334
-3,662
| -3% | -$193K | 3.31% | 15 |
|
|
2020
Q4 | $5.81M | Buy |
105,996
+2,061
| +2% | +$113K | 3.65% | 13 |
|
|
2020
Q3 | $5.13M | Buy |
103,935
+1,999
| +2% | +$98.7K | 3.59% | 15 |
|
|
2020
Q2 | $4.55M | Buy |
101,936
+4,940
| +5% | +$221K | 3.58% | 16 |
|
|
2020
Q1 | $4.29M | Buy |
96,996
+4,823
| +5% | +$213K | 4.12% | 9 |
|
|
2019
Q4 | $5.1M | Buy |
92,173
+3,043
| +3% | +$168K | 4.06% | 8 |
|
|
2019
Q3 | $4.85M | Buy |
89,130
+2,204
| +3% | +$120K | 4.08% | 8 |
|
|
2019
Q2 | $4.43M | Buy |
86,926
+1,797
| +2% | +$91.5K | 4.06% | 12 |
|
|
2019
Q1 | $3.99M | Buy |
85,129
+2,385
| +3% | +$112K | 3.9% | 15 |
|
|
2018
Q4 | $3.92M | Buy |
+82,744
| New | +$3.92M | 4.38% | 8 |
|