Becker Capital 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 | $373K | Sell |
5,229
-62
| -1% | -$4.42K | 0.01% | 236 |
|
|
2025
Q1 | $382K | Sell |
5,291
-120
| -2% | -$8.66K | 0.01% | 226 |
|
|
2024
Q4 | $337K | Sell |
5,411
-6,190
| -53% | -$385K | 0.01% | 228 |
|
|
2024
Q3 | $839K | Hold |
11,601
| – | – | 0.03% | 180 |
|
|
2024
Q2 | $744K | Sell |
11,601
-249
| -2% | -$16K | 0.03% | 178 |
|
|
2024
Q1 | $731K | Buy |
11,850
+6,190
| +109% | +$382K | 0.03% | 180 |
|
|
2023
Q4 | $334K | Buy |
5,660
+411
| +8% | +$24.2K | 0.01% | 220 |
|
|
2023
Q3 | $296K | Sell |
5,249
-1,058
| -17% | -$59.7K | 0.01% | 227 |
|
|
2023
Q2 | $383K | Buy |
6,307
+900
| +17% | +$54.6K | 0.01% | 223 |
|
|
2023
Q1 | $338K | Buy |
5,407
+100
| +2% | +$6.25K | 0.01% | 220 |
|
|
2022
Q4 | $338K | Sell |
5,307
-398
| -7% | -$25.3K | 0.02% | 158 |
|
|
2022
Q3 | $320K | Hold |
5,705
| – | – | 0.02% | 164 |
|
|
2022
Q2 | $359K | Hold |
5,705
| – | – | 0.02% | 163 |
|
|
2022
Q1 | $354K | Sell |
5,705
-28
| -0.5% | -$1.74K | 0.01% | 169 |
|
|
2021
Q4 | $339K | Sell |
5,733
-1,031
| -15% | -$61K | 0.01% | 168 |
|
|
2021
Q3 | $355K | Buy |
6,764
+122
| +2% | +$6.4K | 0.02% | 165 |
|
|
2021
Q2 | $359K | Buy |
6,642
+1,887
| +40% | +$102K | 0.02% | 166 |
|
|
2021
Q1 | $251K | Sell |
4,755
-1,360
| -22% | -$71.8K | 0.01% | 177 |
|
|
2020
Q4 | $335K | Sell |
6,115
-129
| -2% | -$7.07K | 0.02% | 155 |
|
|
2020
Q3 | $308K | Buy |
6,244
+641
| +11% | +$31.6K | 0.02% | 150 |
|
|
2020
Q2 | $250K | Hold |
5,603
| – | – | 0.01% | 157 |
|
|
2020
Q1 | $248K | Sell |
5,603
-125
| -2% | -$5.53K | 0.02% | 158 |
|
|
2019
Q4 | $317K | Buy |
5,728
+292
| +5% | +$16.2K | 0.01% | 155 |
|
|
2019
Q3 | $296K | Buy |
5,436
+97
| +2% | +$5.28K | 0.01% | 149 |
|
|
2019
Q2 | $272K | Sell |
5,339
-230
| -4% | -$11.7K | 0.01% | 155 |
|
|
2019
Q1 | $261K | Sell |
5,569
-30
| -0.5% | -$1.41K | 0.01% | 179 |
|
|
2018
Q4 | $265K | Sell |
5,599
-1,570
| -22% | -$74.3K | 0.01% | 158 |
|
|
2018
Q3 | $331K | Hold |
7,169
| – | – | 0.01% | 151 |
|
|
2018
Q2 | $314K | Sell |
7,169
-267
| -4% | -$11.7K | 0.01% | 136 |
|
|
2018
Q1 | $323K | Sell |
7,436
-1,749
| -19% | -$76K | 0.01% | 140 |
|
|
2017
Q4 | $421K | Buy |
9,185
+1,448
| +19% | +$66.4K | 0.01% | 124 |
|
|
2017
Q3 | $348K | Buy |
7,737
+2,029
| +36% | +$91.3K | 0.01% | 122 |
|
|
2017
Q2 | $256K | Hold |
5,708
| – | – | 0.01% | 122 |
|
|
2017
Q1 | $242K | Hold |
5,708
| – | – | 0.01% | 128 |
|
|
2016
Q4 | $237K | Buy |
5,708
+291
| +5% | +$12.1K | 0.01% | 131 |
|
|
2016
Q3 | $229K | Buy |
5,417
+545
| +11% | +$23K | 0.01% | 128 |
|
|
2016
Q2 | $221K | Buy |
+4,872
| New | +$221K | 0.01% | 126 |
|