Baugh & 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 | $320K | Sell |
4,582
-100
| -2% | -$6.98K | 0.17% | 38 |
|
|
2025
Q1 | $331K | Buy |
4,682
+100
| +2% | +$7.07K | 0.17% | 36 |
|
|
2024
Q4 | $282K | Hold |
4,582
| – | – | 0.15% | 37 |
|
|
2024
Q3 | $295K | Buy |
4,582
+473
| +12% | +$30.5K | 0.15% | 36 |
|
|
2024
Q2 | $292K | Sell |
4,109
-483
| -11% | -$34.4K | 0.15% | 36 |
|
|
2024
Q1 | $281K | Buy |
4,592
+410
| +10% | +$25.1K | 0.15% | 38 |
|
|
2023
Q4 | $246K | Hold |
4,182
| – | – | 0.14% | 37 |
|
|
2023
Q3 | $234K | Hold |
4,182
| – | – | 0.15% | 38 |
|
|
2023
Q2 | $252K | Sell |
4,182
-11
| -0.3% | -$662 | 0.15% | 37 |
|
|
2023
Q1 | $260K | Hold |
4,193
| – | – | 0.17% | 36 |
|
|
2022
Q4 | $267K | Hold |
4,193
| – | – | 0.17% | 36 |
|
|
2022
Q3 | $235K | Hold |
4,193
| – | – | 0.17% | 37 |
|
|
2022
Q2 | $264K | Hold |
4,193
| – | – | 0.18% | 36 |
|
|
2022
Q1 | $260K | Hold |
4,193
| – | – | 0.15% | 38 |
|
|
2021
Q4 | $248K | Hold |
4,193
| – | – | 0.14% | 41 |
|
|
2021
Q3 | $220K | Hold |
4,193
| – | – | 0.13% | 41 |
|
|
2021
Q2 | $227K | Hold |
4,193
| – | – | 0.14% | 40 |
|
|
2021
Q1 | $221K | Sell |
4,193
-72
| -2% | -$3.8K | 0.15% | 39 |
|
|
2020
Q4 | $234K | Hold |
4,265
| – | – | 0.17% | 38 |
|
|
2020
Q3 | $211K | Buy |
+4,265
| New | +$211K | 0.17% | 38 |
|
|
2020
Q1 | – | Sell |
-4,265
| Closed | -$236K | – | 41 |
|
|
2019
Q4 | $236K | Sell |
4,265
-38
| -0.9% | -$2.1K | 0.17% | 39 |
|
|
2019
Q3 | $234K | Hold |
4,303
| – | – | 0.18% | 38 |
|
|
2019
Q2 | $219K | Hold |
4,303
| – | – | 0.17% | 39 |
|
|
2019
Q1 | $202K | Hold |
4,303
| – | – | 0.16% | 40 |
|
|
2018
Q4 | $204K | Buy |
+4,303
| New | +$204K | 0.18% | 41 |
|