Boston Family Office’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 | $3.22M | Sell |
45,527
-470
| -1% | -$33.3K | 0.21% | 92 |
|
|
2025
Q1 | $3.29M | Sell |
45,997
-570
| -1% | -$40.8K | 0.23% | 87 |
|
|
2024
Q4 | $2.9M | Sell |
46,567
-204
| -0.4% | -$12.7K | 0.2% | 92 |
|
|
2024
Q3 | $3.36M | Sell |
46,771
-464
| -1% | -$33.3K | 0.23% | 88 |
|
|
2024
Q2 | $3.01M | Sell |
47,235
-239
| -0.5% | -$15.2K | 0.22% | 91 |
|
|
2024
Q1 | $2.9M | Sell |
47,474
-58
| -0.1% | -$3.55K | 0.21% | 92 |
|
|
2023
Q4 | $2.8M | Sell |
47,532
-570
| -1% | -$33.6K | 0.21% | 91 |
|
|
2023
Q3 | $2.69M | Buy |
48,102
+156
| +0.3% | +$8.73K | 0.22% | 87 |
|
|
2023
Q2 | $2.89M | Buy |
47,946
+2,307
| +5% | +$139K | 0.22% | 89 |
|
|
2023
Q1 | $2.83M | Buy |
45,639
+50
| +0.1% | +$3.1K | 0.23% | 86 |
|
|
2022
Q4 | $2.9M | Sell |
45,589
-118
| -0.3% | -$7.51K | 0.24% | 84 |
|
|
2022
Q3 | $2.56M | Sell |
45,707
-53
| -0.1% | -$2.97K | 0.23% | 86 |
|
|
2022
Q2 | $2.88M | Sell |
45,760
-685
| -1% | -$43.1K | 0.24% | 86 |
|
|
2022
Q1 | $2.88M | Sell |
46,445
-109
| -0.2% | -$6.76K | 0.2% | 94 |
|
|
2021
Q4 | $2.76M | Sell |
46,554
-11
| -0% | -$651 | 0.18% | 100 |
|
|
2021
Q3 | $2.44M | Sell |
46,565
-15,250
| -25% | -$800K | 0.18% | 103 |
|
|
2021
Q2 | $3.35M | Sell |
61,815
-7,500
| -11% | -$406K | 0.24% | 91 |
|
|
2021
Q1 | $3.65M | Sell |
69,315
-41
| -0.1% | -$2.16K | 0.27% | 84 |
|
|
2020
Q4 | $3.8M | Sell |
69,356
-4,200
| -6% | -$230K | 0.29% | 80 |
|
|
2020
Q3 | $3.63M | Sell |
73,556
-2,867
| -4% | -$142K | 0.33% | 73 |
|
|
2020
Q2 | $3.42M | Sell |
76,423
-120
| -0.2% | -$5.36K | 0.33% | 73 |
|
|
2020
Q1 | $3.39M | Sell |
76,543
-3,008
| -4% | -$133K | 0.4% | 68 |
|
|
2019
Q4 | $4.4M | Sell |
79,551
-303
| -0.4% | -$16.8K | 0.42% | 66 |
|
|
2019
Q3 | $4.35M | Sell |
79,854
-199
| -0.2% | -$10.8K | 0.45% | 63 |
|
|
2019
Q2 | $4.08M | Sell |
80,053
-100
| -0.1% | -$5.09K | 0.42% | 68 |
|
|
2019
Q1 | $3.76M | Sell |
80,153
-214
| -0.3% | -$10K | 0.41% | 71 |
|
|
2018
Q4 | $3.81M | Sell |
80,367
-98
| -0.1% | -$4.64K | 0.47% | 62 |
|
|
2018
Q3 | $3.72M | Sell |
80,465
-1,650
| -2% | -$76.2K | 0.39% | 77 |
|
|
2018
Q2 | $3.6M | Sell |
82,115
-3,473
| -4% | -$152K | 0.41% | 77 |
|
|
2018
Q1 | $3.72M | Sell |
85,588
-1,176
| -1% | -$51.1K | 0.42% | 75 |
|
|
2017
Q4 | $3.98M | Sell |
86,764
-3,170
| -4% | -$145K | 0.44% | 74 |
|
|
2017
Q3 | $4.05M | Sell |
89,934
-411
| -0.5% | -$18.5K | 0.46% | 72 |
|
|
2017
Q2 | $4.05M | Sell |
90,345
-377
| -0.4% | -$16.9K | 0.48% | 71 |
|
|
2017
Q1 | $3.85M | Sell |
90,722
-950
| -1% | -$40.3K | 0.47% | 69 |
|
|
2016
Q4 | $3.8M | Sell |
91,672
-2,150
| -2% | -$89.1K | 0.49% | 63 |
|
|
2016
Q3 | $3.97M | Sell |
93,822
-81
| -0.1% | -$3.43K | 0.51% | 65 |
|
|
2016
Q2 | $4.26M | Sell |
93,903
-885
| -0.9% | -$40.1K | 0.55% | 57 |
|
|
2016
Q1 | $4.4M | Buy |
94,788
+5,228
| +6% | +$243K | 0.58% | 56 |
|
|
2015
Q4 | $3.85M | Buy |
89,560
+1,003
| +1% | +$43.1K | 0.53% | 64 |
|
|
2015
Q3 | $3.55M | Sell |
88,557
-508
| -0.6% | -$20.4K | 0.49% | 70 |
|
|
2015
Q2 | $3.49M | Sell |
89,065
-5,600
| -6% | -$220K | 0.44% | 75 |
|
|
2015
Q1 | $3.84M | Sell |
94,665
-350
| -0.4% | -$14.2K | 0.48% | 70 |
|
|
2014
Q4 | $4.01M | Sell |
95,015
-4,668
| -5% | -$197K | 0.5% | 69 |
|
|
2014
Q3 | $4.25M | Sell |
99,683
-1,240
| -1% | -$52.9K | 0.55% | 58 |
|
|
2014
Q2 | $4.28M | Sell |
100,923
-1,000
| -1% | -$42.4K | 0.54% | 59 |
|
|
2014
Q1 | $3.94M | Sell |
101,923
-980
| -1% | -$37.9K | 0.52% | 64 |
|
|
2013
Q4 | $4.25M | Sell |
102,903
-4,820
| -4% | -$199K | 0.56% | 59 |
|
|
2013
Q3 | $4.08M | Sell |
107,723
-230
| -0.2% | -$8.71K | 0.58% | 57 |
|
|
2013
Q2 | $4.33M | Buy |
+107,953
| New | +$4.33M | 0.66% | 49 |
|