Beacon Trust’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$597K Sell
2016
Q4
$590K Sell
2016
Q3
$613K Buy
2016
Q2
$654K Buy
2016
Q1
$578K Sell
2015
Q4
$602K Sell
2015
Q3
$638K Sell
2015
Q2
$818K Buy
2015
Q1
$818K Sell
2014
Q4
$1.08M Sell
2014
Q3
$1.18M Sell
2014
Q2
$1.29M Sell
2014
Q1
$1.24M Sell
2013
Q4
$1.49M Sell
2013
Q3
$1.94M Sell
2013
Q2
$6.36M Buy