BMM
Berkshire Money Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
2,976
| – | – | 0.02% | 98 |
|
|
2025
Q1 | $213K | Buy |
+2,976
| New | +$213K | 0.02% | 95 |
|
|
2024
Q2 | – | Sell |
-3,433
| Closed | -$210K | – | 59 |
|
|
2024
Q1 | $210K | Buy |
+3,433
| New | +$210K | 0.03% | 82 |
|
|
2016
Q4 | – | Sell |
-5,619
| Closed | -$238K | – | 25 |
|
|
2016
Q3 | $238K | Hold |
5,619
| – | – | 0.07% | 21 |
|
|
2016
Q2 | $255K | Hold |
5,619
| – | – | 0.09% | 23 |
|
|
2016
Q1 | $261K | Hold |
5,619
| – | – | 0.08% | 20 |
|
|
2015
Q4 | $241K | Buy |
5,619
+100
| +2% | +$4.3K | 0.07% | 19 |
|
|
2015
Q3 | $233K | Hold |
5,519
| – | – | 0.07% | 16 |
|
|
2015
Q2 | $217K | Hold |
5,519
| – | – | 0.06% | 18 |
|
|
2015
Q1 | $224K | Hold |
5,519
| – | – | 0.07% | 17 |
|
|
2014
Q4 | $233K | Sell |
5,519
-346
| -6% | -$14.6K | 0.07% | 16 |
|
|
2014
Q3 | $250K | Hold |
5,865
| – | – | 0.11% | 16 |
|
|
2014
Q2 | $248K | Hold |
5,865
| – | – | 0.17% | 11 |
|
|
2014
Q1 | $227K | Sell |
5,865
-280
| -5% | -$10.8K | 0.1% | 14 |
|
|
2013
Q4 | $254K | Buy |
+6,145
| New | +$254K | 0.09% | 16 |
|
|
2013
Q3 | – | Sell |
-5,865
| Closed | -$235K | – | 17 |
|
|
2013
Q2 | $235K | Buy |
+5,865
| New | +$235K | 0.11% | 16 |
|