Atwood & Palmer’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 | $829K | Hold |
11,716
| – | – | 0.05% | 96 |
|
|
2025
Q1 | $839K | Sell |
11,716
-150
| -1% | -$10.7K | 0.06% | 90 |
|
|
2024
Q4 | $739K | Sell |
11,866
-16
| -0.1% | -$996 | 0.05% | 96 |
|
|
2024
Q3 | $854K | Hold |
11,882
| – | – | 0.06% | 88 |
|
|
2024
Q2 | $756K | Sell |
11,882
-150
| -1% | -$9.55K | 0.06% | 89 |
|
|
2024
Q1 | $736K | Hold |
12,032
| – | – | 0.06% | 94 |
|
|
2023
Q4 | $709K | Sell |
12,032
-175
| -1% | -$10.3K | 0.06% | 90 |
|
|
2023
Q3 | $683K | Hold |
12,207
| – | – | 0.06% | 92 |
|
|
2023
Q2 | $735K | Buy |
12,207
+800
| +7% | +$48.2K | 0.07% | 95 |
|
|
2023
Q1 | $708K | Hold |
11,407
| – | – | 0.07% | 91 |
|
|
2022
Q4 | $726K | Hold |
11,407
| – | – | 0.07% | 102 |
|
|
2022
Q3 | $639K | Sell |
11,407
-352
| -3% | -$19.7K | 0.06% | 98 |
|
|
2022
Q2 | $740K | Hold |
11,759
| – | – | 0.07% | 90 |
|
|
2022
Q1 | $729K | Sell |
11,759
-41
| -0.3% | -$2.54K | 0.06% | 92 |
|
|
2021
Q4 | $699K | Sell |
11,800
-59
| -0.5% | -$3.5K | 0.06% | 97 |
|
|
2021
Q3 | $622K | Hold |
11,859
| – | – | 0.06% | 96 |
|
|
2021
Q2 | $642K | Buy |
11,859
+352
| +3% | +$19.1K | 0.06% | 95 |
|
|
2021
Q1 | $607K | Hold |
11,507
| – | – | 0.06% | 94 |
|
|
2020
Q4 | $631K | Buy |
11,507
+650
| +6% | +$35.6K | 0.07% | 91 |
|
|
2020
Q3 | $536K | Hold |
10,857
| – | – | 0.07% | 85 |
|
|
2020
Q2 | $485K | Hold |
10,857
| – | – | 0.07% | 82 |
|
|
2020
Q1 | $480K | Hold |
10,857
| – | – | 0.08% | 83 |
|
|
2019
Q4 | $601K | Hold |
10,857
| – | – | 0.08% | 79 |
|
|
2019
Q3 | $591K | Sell |
10,857
-33
| -0.3% | -$1.8K | 0.08% | 78 |
|
|
2019
Q2 | $555K | Sell |
10,890
-641
| -6% | -$32.7K | 0.08% | 84 |
|
|
2019
Q1 | $540K | Hold |
11,531
| – | – | 0.08% | 81 |
|
|
2018
Q4 | $546K | Buy |
11,531
+116
| +1% | +$5.49K | 0.09% | 81 |
|
|
2018
Q3 | $527K | Hold |
11,415
| – | – | 0.07% | 80 |
|
|
2018
Q2 | $501K | Sell |
11,415
-1,800
| -14% | -$79K | 0.07% | 81 |
|
|
2018
Q1 | $574K | Hold |
13,215
| – | – | 0.08% | 79 |
|
|
2017
Q4 | $606K | Sell |
13,215
-200
| -1% | -$9.17K | 0.09% | 78 |
|
|
2017
Q3 | $604K | Sell |
13,415
-261
| -2% | -$11.8K | 0.09% | 80 |
|
|
2017
Q2 | $613K | Buy |
13,676
+1,950
| +17% | +$87.4K | 0.1% | 79 |
|
|
2017
Q1 | $498K | Sell |
11,726
-172
| -1% | -$7.31K | 0.08% | 81 |
|
|
2016
Q4 | $493K | Hold |
11,898
| – | – | 0.09% | 77 |
|
|
2016
Q3 | $504K | Hold |
11,898
| – | – | 0.09% | 74 |
|
|
2016
Q2 | $539K | Hold |
11,898
| – | – | 0.1% | 77 |
|
|
2016
Q1 | $552K | Hold |
11,898
| – | – | 0.1% | 80 |
|
|
2015
Q4 | $511K | Hold |
11,898
| – | – | 0.1% | 89 |
|
|
2015
Q3 | $477K | Sell |
11,898
-512
| -4% | -$20.5K | 0.09% | 92 |
|
|
2015
Q2 | $487K | Buy |
12,410
+512
| +4% | +$20.1K | 0.09% | 96 |
|
|
2015
Q1 | $482K | Sell |
11,898
-1,077
| -8% | -$43.6K | 0.09% | 97 |
|
|
2014
Q4 | $548K | Sell |
12,975
-1,144
| -8% | -$48.3K | 0.1% | 88 |
|
|
2014
Q3 | $602K | Buy |
14,119
+9,981
| +241% | +$426K | 0.11% | 85 |
|
|
2014
Q2 | $175K | Sell |
4,138
-11,142
| -73% | -$471K | 0.05% | 120 |
|
|
2014
Q1 | $591K | Buy |
15,280
+1,902
| +14% | +$73.6K | 0.14% | 69 |
|
|
2013
Q4 | $553K | Hold |
13,378
| – | – | 0.14% | 69 |
|
|
2013
Q3 | $507K | Sell |
13,378
-4,018
| -23% | -$152K | 0.14% | 69 |
|
|
2013
Q2 | $698K | Buy |
+17,396
| New | +$698K | 0.19% | 58 |
|