Bank Julius Baer & Co’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 | $268M | Buy |
3,786,671
+386,705
| +11% | +$27.4M | 0.8% | 30 |
|
|
2025
Q1 | $267M | Buy |
3,399,966
+115,445
| +4% | +$9.07M | 0.87% | 32 |
|
|
2024
Q4 | $220M | Buy |
3,284,521
+357,038
| +12% | +$24M | 0.68% | 36 |
|
|
2024
Q3 | $240M | Sell |
2,927,483
-117,516
| -4% | -$9.62M | 0.81% | 32 |
|
|
2024
Q2 | $211M | Sell |
3,044,999
-223,948
| -7% | -$15.5M | 0.81% | 34 |
|
|
2024
Q1 | $200M | Buy |
3,268,947
+140,188
| +4% | +$8.56M | 0.77% | 34 |
|
|
2023
Q4 | $184M | Buy |
3,128,759
+632,523
| +25% | +$37.3M | 0.78% | 33 |
|
|
2023
Q3 | $140M | Buy |
2,496,236
+172,567
| +7% | +$9.66M | 0.81% | 30 |
|
|
2023
Q2 | $140M | Sell |
2,323,669
-21,672
| -0.9% | -$1.31M | 0.83% | 29 |
|
|
2023
Q1 | $145M | Buy |
2,345,341
+72,795
| +3% | +$4.52M | 0.92% | 29 |
|
|
2022
Q4 | $145M | Sell |
2,272,546
-43,548
| -2% | -$2.77M | 0.99% | 29 |
|
|
2022
Q3 | $130M | Sell |
2,316,094
-8,044
| -0.3% | -$451K | 0.99% | 28 |
|
|
2022
Q2 | $146M | Buy |
2,324,138
+1,872,878
| +415% | +$118M | 1.03% | 30 |
|
|
2022
Q1 | $28M | Buy |
451,260
+101,482
| +29% | +$6.29M | 0.17% | 94 |
|
|
2021
Q4 | $20.7M | Sell |
349,778
-121,300
| -26% | -$7.18M | 0.11% | 114 |
|
|
2021
Q3 | $24.7M | Sell |
471,078
-5,340
| -1% | -$280K | 0.15% | 104 |
|
|
2021
Q2 | $25.8M | Sell |
476,418
-92,693
| -16% | -$5.02M | 0.16% | 106 |
|
|
2021
Q1 | $30M | Sell |
569,111
-78,409
| -12% | -$4.13M | 0.22% | 90 |
|
|
2020
Q4 | $35.5M | Sell |
647,520
-46,064
| -7% | -$2.53M | 0.29% | 67 |
|
|
2020
Q3 | $34.2M | Sell |
693,584
-15,015
| -2% | -$741K | 0.33% | 65 |
|
|
2020
Q2 | $31.7M | Buy |
708,599
+682,926
| +2,660% | +$30.5M | 0.36% | 60 |
|
|
2020
Q1 | $1.14M | Buy |
+25,673
| New | +$1.14M | 0.03% | 209 |
|