Beaton Management Company’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	$1.41M	Hold	19,881	–	–	0.69%	47
2025 Q1	$1.42M	Sell	19,881 -5	-0%	-$358	0.74%	44
2024 Q4	$1.24M	Sell	19,886 -20	-0.1%	-$1.25K	0.62%	50
2024 Q3	$1.43M	Sell	19,906 -35	-0.2%	-$2.51K	0.72%	46
2024 Q2	$1.27M	Sell	19,941 -200	-1%	-$12.7K	0.68%	44
2024 Q1	$1.23M	Buy	20,141 +383	+2%	+$23.4K	0.67%	47
2023 Q4	$1.16M	Sell	19,758 -2,332	-11%	-$137K	0.7%	47
2023 Q3	$1.24M	Buy	22,090 +4,915	+29%	+$275K	0.8%	37
2023 Q2	$1.03M	Hold	17,175	–	–	0.65%	48
2023 Q1	$1.07M	Sell	17,175 -200	-1%	-$12.4K	0.72%	44
2022 Q4	$1.11M	Hold	17,375	–	–	0.74%	43
2022 Q3	$973K	Hold	17,375	–	–	0.74%	40
2022 Q2	$1.09M	Hold	17,375	–	–	0.78%	41
2022 Q1	$1.08M	Hold	17,375	–	–	0.66%	45
2021 Q4	$1.03M	Hold	17,375	–	–	0.61%	49
2021 Q3	$912K	Hold	17,375	–	–	0.6%	51
2021 Q2	$940K	Hold	17,375	–	–	0.6%	55
2021 Q1	$916K	Hold	17,375	–	–	0.63%	51
2020 Q4	$953K	Buy	17,375 +600	+4%	+$32.9K	0.7%	46
2020 Q3	$828K	Hold	16,775	–	–	0.68%	49
2020 Q2	$750K	Sell	16,775 -200	-1%	-$8.94K	0.67%	51
2020 Q1	$751K	Sell	16,975 -1,355	-7%	-$59.9K	0.75%	50
2019 Q4	$1.02M	Buy	18,330 +620	+4%	+$34.3K	0.8%	45
2019 Q3	$964K	Sell	17,710 -460	-3%	-$25K	0.78%	42
2019 Q2	$925K	Sell	18,170 -180	-1%	-$9.16K	0.77%	43
2019 Q1	$860K	Sell	18,350 -80	-0.4%	-$3.75K	0.74%	46
2018 Q4	$873K	Hold	18,430	–	–	0.86%	40
2018 Q3	$851K	Hold	18,430	–	–	0.7%	50
2018 Q2	$808K	Buy	18,430 +400	+2%	+$17.5K	0.72%	47
2018 Q1	$783K	Hold	18,030	–	–	0.72%	49
2017 Q4	$827K	Sell	18,030 -200	-1%	-$9.17K	0.75%	43
2017 Q3	$821K	Sell	18,230 -400	-2%	-$18K	0.77%	40
2017 Q2	$836K	Buy	+18,630	New	+$836K	0.83%	36