Blue Chip Partners’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 | $3.6M | Sell |
50,859
-1,078
| -2% | -$76.3K | 0.29% | 45 |
|
|
2025
Q1 | $3.72M | Sell |
51,937
-2,723
| -5% | -$195K | 0.32% | 48 |
|
|
2024
Q4 | $3.4M | Sell |
54,660
-1,091
| -2% | -$67.9K | 0.29% | 47 |
|
|
2024
Q3 | $4.01M | Sell |
55,751
-2,218
| -4% | -$159K | 0.35% | 46 |
|
|
2024
Q2 | $3.69M | Sell |
57,969
-1,283
| -2% | -$81.7K | 0.34% | 44 |
|
|
2024
Q1 | $3.63M | Sell |
59,252
-1,739
| -3% | -$106K | 0.35% | 43 |
|
|
2023
Q4 | $3.59M | Buy |
60,991
+255
| +0.4% | +$15K | 0.37% | 43 |
|
|
2023
Q3 | $3.4M | Sell |
60,736
-42
| -0.1% | -$2.35K | 0.41% | 39 |
|
|
2023
Q2 | $3.66M | Sell |
60,778
-1,311
| -2% | -$78.9K | 0.42% | 43 |
|
|
2023
Q1 | $3.85M | Sell |
62,089
-1,197
| -2% | -$74.3K | 0.46% | 44 |
|
|
2022
Q4 | $4.03M | Sell |
63,286
-952
| -1% | -$60.6K | 0.5% | 45 |
|
|
2022
Q3 | $3.6M | Sell |
64,238
-13
| -0% | -$728 | 0.49% | 42 |
|
|
2022
Q2 | $4.04M | Buy |
64,251
+11
| +0% | +$692 | 0.52% | 43 |
|
|
2022
Q1 | $3.98M | Sell |
64,240
-571
| -0.9% | -$35.4K | 0.5% | 44 |
|
|
2021
Q4 | $3.84M | Sell |
64,811
-14
| -0% | -$829 | 0.48% | 40 |
|
|
2021
Q3 | $3.4M | Sell |
64,825
-260
| -0.4% | -$13.6K | 0.48% | 37 |
|
|
2021
Q2 | $3.52M | Sell |
65,085
-3,262
| -5% | -$177K | 0.5% | 37 |
|
|
2021
Q1 | $3.6M | Sell |
68,347
-17,091
| -20% | -$901K | 0.55% | 38 |
|
|
2020
Q4 | $4.69M | Sell |
85,438
-1,907
| -2% | -$105K | 0.73% | 33 |
|
|
2020
Q3 | $4.31M | Sell |
87,345
-2,331
| -3% | -$115K | 0.77% | 34 |
|
|
2020
Q2 | $4.01M | Sell |
89,676
-3,034
| -3% | -$136K | 0.79% | 34 |
|
|
2020
Q1 | $4.1M | Sell |
92,710
-2,492
| -3% | -$110K | 1.02% | 30 |
|
|
2019
Q4 | $5.27M | Buy |
95,202
+1,225
| +1% | +$67.8K | 1% | 33 |
|
|
2019
Q3 | $5.12M | Buy |
93,977
+692
| +0.7% | +$37.7K | 1.08% | 33 |
|
|
2019
Q2 | $4.75M | Sell |
93,285
-153
| -0.2% | -$7.79K | 1.06% | 33 |
|
|
2019
Q1 | $4.38M | Sell |
93,438
-1,811
| -2% | -$84.9K | 1.04% | 33 |
|
|
2018
Q4 | $4.51M | Buy |
95,249
+197
| +0.2% | +$9.33K | 1.13% | 32 |
|
|
2018
Q3 | $4.39M | Sell |
95,052
-5,442
| -5% | -$251K | 1.07% | 34 |
|
|
2018
Q2 | $4.41M | Sell |
100,494
-9,920
| -9% | -$435K | 1.17% | 33 |
|
|
2018
Q1 | $4.8M | Buy |
110,414
+2,922
| +3% | +$127K | 1.33% | 28 |
|
|
2017
Q4 | $4.93M | Buy |
107,492
+3,712
| +4% | +$170K | 1.46% | 28 |
|
|
2017
Q3 | $4.67M | Buy |
103,780
+1,032
| +1% | +$46.4K | 1.5% | 22 |
|
|
2017
Q2 | $4.61M | Buy |
102,748
+1,693
| +2% | +$75.9K | 1.61% | 17 |
|
|
2017
Q1 | $4.29M | Sell |
101,055
-1,273
| -1% | -$54K | 1.62% | 19 |
|
|
2016
Q4 | $4.24M | Buy |
102,328
+10,479
| +11% | +$435K | 1.66% | 20 |
|
|
2016
Q3 | $3.89M | Buy |
91,849
+946
| +1% | +$40K | 1.72% | 18 |
|
|
2016
Q2 | $4.12M | Buy |
90,903
+1,686
| +2% | +$76.4K | 1.86% | 17 |
|
|
2016
Q1 | $4.14M | Buy |
89,217
+7,800
| +10% | +$362K | 2.01% | 14 |
|
|
2015
Q4 | $3.5M | Buy |
81,417
+1,201
| +1% | +$51.6K | 1.82% | 19 |
|
|
2015
Q3 | $3.22M | Buy |
80,216
+2,634
| +3% | +$106K | 2.05% | 15 |
|
|
2015
Q2 | $3.04M | Buy |
77,582
+4,973
| +7% | +$195K | 1.95% | 20 |
|
|
2015
Q1 | $2.94M | Sell |
72,609
-3,816
| -5% | -$155K | 1.99% | 17 |
|
|
2014
Q4 | $3.23M | Buy |
+76,425
| New | +$3.23M | 2.25% | 14 |
|