Aull & Monroe 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 | $1.78M | Sell |
25,132
-515
| -2% | -$36.4K | 0.95% | 36 |
|
|
2025
Q1 | $1.84M | Sell |
25,647
-500
| -2% | -$35.8K | 0.91% | 39 |
|
|
2024
Q4 | $1.63M | Sell |
26,147
-1,045
| -4% | -$65.1K | 0.83% | 41 |
|
|
2024
Q3 | $1.95M | Sell |
27,192
-637
| -2% | -$45.8K | 0.91% | 39 |
|
|
2024
Q2 | $1.77M | Buy |
27,829
+300
| +1% | +$19.1K | 0.87% | 42 |
|
|
2024
Q1 | $1.68M | Sell |
27,529
-275
| -1% | -$16.8K | 0.77% | 44 |
|
|
2023
Q4 | $1.64M | Sell |
27,804
-105
| -0.4% | -$6.19K | 0.81% | 43 |
|
|
2023
Q3 | $1.56M | Hold |
27,909
| – | – | 0.82% | 43 |
|
|
2023
Q2 | $1.68M | Hold |
27,909
| – | – | 0.85% | 44 |
|
|
2023
Q1 | $1.73M | Sell |
27,909
-790
| -3% | -$49K | 0.88% | 40 |
|
|
2022
Q4 | $1.83M | Sell |
28,699
-1,010
| -3% | -$64.2K | 0.91% | 40 |
|
|
2022
Q3 | $1.67M | Sell |
29,709
-232
| -0.8% | -$13K | 0.91% | 38 |
|
|
2022
Q2 | $1.88M | Hold |
29,941
| – | – | 0.95% | 38 |
|
|
2022
Q1 | $1.86M | Hold |
29,941
| – | – | 0.84% | 40 |
|
|
2021
Q4 | $1.77M | Buy |
29,941
+1,433
| +5% | +$84.8K | 0.79% | 45 |
|
|
2021
Q3 | $1.5M | Hold |
28,508
| – | – | 0.74% | 51 |
|
|
2021
Q2 | $1.54M | Hold |
28,508
| – | – | 0.73% | 48 |
|
|
2021
Q1 | $1.5M | Buy |
28,508
+232
| +0.8% | +$12.2K | 0.73% | 48 |
|
|
2020
Q4 | $1.55M | Buy |
28,276
+103
| +0.4% | +$5.65K | 0.83% | 44 |
|
|
2020
Q3 | $1.39M | Sell |
28,173
-100
| -0.4% | -$4.94K | 0.82% | 42 |
|
|
2020
Q2 | $1.26M | Sell |
28,273
-773
| -3% | -$34.6K | 0.78% | 43 |
|
|
2020
Q1 | $1.29M | Hold |
29,046
| – | – | 0.86% | 39 |
|
|
2019
Q4 | $1.61M | Sell |
29,046
-100
| -0.3% | -$5.53K | 0.82% | 44 |
|
|
2019
Q3 | $1.59M | Hold |
29,146
| – | – | 0.84% | 42 |
|
|
2019
Q2 | $1.48M | Sell |
29,146
-501
| -2% | -$25.5K | 0.79% | 45 |
|
|
2019
Q1 | $1.39M | Sell |
29,647
-1,800
| -6% | -$84.3K | 0.74% | 47 |
|
|
2018
Q4 | $1.49M | Sell |
31,447
-1,446
| -4% | -$68.5K | 0.85% | 44 |
|
|
2018
Q3 | $1.52M | Buy |
32,893
+302
| +0.9% | +$13.9K | 0.73% | 46 |
|
|
2018
Q2 | $1.43M | Sell |
32,591
-147
| -0.4% | -$6.45K | 0.73% | 47 |
|
|
2018
Q1 | $1.42M | Buy |
32,738
+536
| +2% | +$23.3K | 0.74% | 47 |
|
|
2017
Q4 | $1.48M | Sell |
32,202
-2,972
| -8% | -$136K | 0.75% | 45 |
|
|
2017
Q3 | $1.58M | Buy |
35,174
+219
| +0.6% | +$9.86K | 0.82% | 45 |
|
|
2017
Q2 | $1.57M | Buy |
34,955
+2
| +0% | +$90 | 0.84% | 45 |
|
|
2017
Q1 | $1.48M | Sell |
34,953
-300
| -0.9% | -$12.7K | 0.79% | 47 |
|
|
2016
Q4 | $1.46M | Sell |
35,253
-496
| -1% | -$20.6K | 0.82% | 44 |
|
|
2016
Q3 | $1.51M | Sell |
35,749
-9,384
| -21% | -$397K | 0.87% | 38 |
|
|
2016
Q2 | $2.05M | Buy |
45,133
+8,787
| +24% | +$398K | 1.18% | 30 |
|
|
2016
Q1 | $1.69M | Buy |
36,346
+1,012
| +3% | +$46.9K | 1.01% | 34 |
|
|
2015
Q4 | $1.52M | Sell |
35,334
-2,822
| -7% | -$121K | 0.94% | 38 |
|
|
2015
Q3 | $1.53M | Sell |
38,156
-1,094
| -3% | -$43.9K | 0.99% | 37 |
|
|
2015
Q2 | $1.61M | Sell |
39,250
-1,441
| -4% | -$58.9K | 0.94% | 40 |
|
|
2015
Q1 | $1.65M | Sell |
40,691
-9,680
| -19% | -$393K | 0.93% | 37 |
|
|
2014
Q4 | $2.13M | Sell |
50,371
-1,697
| -3% | -$71.7K | 1.16% | 33 |
|
|
2014
Q3 | $2.22M | Buy |
52,068
+520
| +1% | +$22.2K | 1.18% | 31 |
|
|
2014
Q2 | $2.18M | Buy |
51,548
+1
| +0% | +$42 | 1.17% | 31 |
|
|
2014
Q1 | $1.99M | Sell |
51,547
-100
| -0.2% | -$3.87K | 1.14% | 32 |
|
|
2013
Q4 | $2.13M | Buy |
51,647
+204
| +0.4% | +$8.43K | 1.25% | 29 |
|
|
2013
Q3 | $1.95M | Buy |
51,443
+2,501
| +5% | +$94.7K | 1.26% | 30 |
|
|
2013
Q2 | $1.96M | Buy |
+48,942
| New | +$1.96M | 1.32% | 26 |
|