Aufman Associates’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 | $269K | Buy |
3,801
+108
| +3% | +$7.64K | 0.17% | 49 |
|
|
2025
Q1 | $264K | Sell |
3,693
-300
| -8% | -$21.5K | 0.18% | 47 |
|
|
2024
Q4 | $249K | Sell |
3,993
-299
| -7% | -$18.6K | 0.17% | 50 |
|
|
2024
Q3 | $308K | Buy |
4,292
+389
| +10% | +$28K | 0.2% | 41 |
|
|
2024
Q2 | $248K | Sell |
3,903
-142
| -4% | -$9.04K | 0.18% | 42 |
|
|
2024
Q1 | $247K | Hold |
4,045
| – | – | 0.17% | 43 |
|
|
2023
Q4 | $238K | Buy |
4,045
+1
| +0% | +$59 | 0.18% | 41 |
|
|
2023
Q3 | $226K | Hold |
4,044
| – | – | 0.19% | 37 |
|
|
2023
Q2 | $244K | Buy |
4,044
+49
| +1% | +$2.95K | 0.2% | 37 |
|
|
2023
Q1 | $248K | Sell |
3,995
-48
| -1% | -$2.98K | 0.21% | 37 |
|
|
2022
Q4 | $257K | Hold |
4,043
| – | – | 0.24% | 36 |
|
|
2022
Q3 | $226K | Hold |
4,043
| – | – | 0.24% | 37 |
|
|
2022
Q2 | $254K | Hold |
4,043
| – | – | 0.24% | 37 |
|
|
2022
Q1 | $251K | Sell |
4,043
-170
| -4% | -$10.6K | 0.2% | 38 |
|
|
2021
Q4 | $249K | Sell |
4,213
-100
| -2% | -$5.91K | 0.18% | 42 |
|
|
2021
Q3 | $226K | Hold |
4,313
| – | – | 0.19% | 43 |
|
|
2021
Q2 | $233K | Buy |
4,313
+48
| +1% | +$2.59K | 0.18% | 44 |
|
|
2021
Q1 | $225K | Sell |
4,265
-335
| -7% | -$17.7K | 0.19% | 40 |
|
|
2020
Q4 | $252K | Buy |
4,600
+5
| +0.1% | +$274 | 0.23% | 34 |
|
|
2020
Q3 | $227K | Sell |
4,595
-532
| -10% | -$26.3K | 0.24% | 31 |
|
|
2020
Q2 | $229K | Buy |
5,127
+3
| +0.1% | +$134 | 0.26% | 32 |
|
|
2020
Q1 | $227K | Hold |
5,124
| – | – | 0.31% | 34 |
|
|
2019
Q4 | $284K | Buy |
+5,124
| New | +$284K | 0.29% | 34 |
|