Boston Research & 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 | $5.36M | Sell |
75,735
-1,242
| -2% | -$87.9K | 1.28% | 33 |
|
|
2025
Q1 | $5.51M | Sell |
76,977
-1,373
| -2% | -$98.3K | 1.37% | 29 |
|
|
2024
Q4 | $4.88M | Sell |
78,350
-310
| -0.4% | -$19.3K | 1.2% | 38 |
|
|
2024
Q3 | $5.65M | Buy |
78,660
+15
| +0% | +$1.08K | 1.33% | 32 |
|
|
2024
Q2 | $5.01M | Sell |
78,645
-800
| -1% | -$50.9K | 1.27% | 35 |
|
|
2024
Q1 | $4.86M | Sell |
79,445
-255
| -0.3% | -$15.6K | 1.2% | 38 |
|
|
2023
Q4 | $4.7M | Buy |
79,700
+2,330
| +3% | +$137K | 1.25% | 38 |
|
|
2023
Q3 | $4.33M | Buy |
77,370
+300
| +0.4% | +$16.8K | 1.28% | 33 |
|
|
2023
Q2 | $4.64M | Sell |
77,070
-275
| -0.4% | -$16.6K | 1.31% | 35 |
|
|
2023
Q1 | $4.8M | Buy |
77,345
+1,100
| +1% | +$68.2K | 1.43% | 28 |
|
|
2022
Q4 | $4.85M | Sell |
76,245
-5
| -0% | -$318 | 1.5% | 26 |
|
|
2022
Q3 | $4.27M | Sell |
76,250
-23
| -0% | -$1.29K | 1.46% | 27 |
|
|
2022
Q2 | $4.8M | Sell |
76,273
-175
| -0.2% | -$11K | 1.55% | 26 |
|
|
2022
Q1 | $4.74M | Sell |
76,448
-4,353
| -5% | -$270K | 1.38% | 30 |
|
|
2021
Q4 | $4.78M | Buy |
80,801
+920
| +1% | +$54.5K | 1.31% | 30 |
|
|
2021
Q3 | $4.19M | Sell |
79,881
-405
| -0.5% | -$21.2K | 1.25% | 35 |
|
|
2021
Q2 | $4.34M | Sell |
80,286
-960
| -1% | -$51.9K | 1.32% | 35 |
|
|
2021
Q1 | $4.28M | Buy |
81,246
+2,870
| +4% | +$151K | 1.38% | 35 |
|
|
2020
Q4 | $4.3M | Buy |
78,376
+863
| +1% | +$47.3K | 1.5% | 30 |
|
|
2020
Q3 | $3.83M | Sell |
77,513
-200
| -0.3% | -$9.87K | 1.5% | 31 |
|
|
2020
Q2 | $3.47M | Buy |
77,713
+7,525
| +11% | +$336K | 1.44% | 32 |
|
|
2020
Q1 | $3.11M | Sell |
70,188
-16,613
| -19% | -$735K | 1.56% | 29 |
|
|
2019
Q4 | $4.8M | Sell |
86,801
-750
| -0.9% | -$41.5K | 1.8% | 22 |
|
|
2019
Q3 | $4.77M | Sell |
87,551
-668
| -0.8% | -$36.4K | 1.88% | 18 |
|
|
2019
Q2 | $4.49M | Sell |
88,219
-370
| -0.4% | -$18.8K | 1.82% | 20 |
|
|
2019
Q1 | $4.15M | Buy |
88,589
+1,585
| +2% | +$74.3K | 1.73% | 25 |
|
|
2018
Q4 | $4.12M | Buy |
87,004
+5,550
| +7% | +$263K | 1.96% | 18 |
|
|
2018
Q3 | $3.76M | Sell |
81,454
-750
| -0.9% | -$34.6K | 1.72% | 28 |
|
|
2018
Q2 | $3.61M | Buy |
82,204
+1,070
| +1% | +$46.9K | 1.77% | 22 |
|
|
2018
Q1 | $3.52M | Sell |
81,134
-55
| -0.1% | -$2.39K | 1.8% | 23 |
|
|
2017
Q4 | $3.72M | Sell |
81,189
-2,385
| -3% | -$109K | 1.87% | 20 |
|
|
2017
Q3 | $3.76M | Buy |
83,574
+147
| +0.2% | +$6.62K | 1.92% | 17 |
|
|
2017
Q2 | $3.74M | Sell |
83,427
-400
| -0.5% | -$17.9K | 2.02% | 12 |
|
|
2017
Q1 | $3.56M | Buy |
83,827
+190
| +0.2% | +$8.06K | 1.94% | 13 |
|
|
2016
Q4 | $3.47M | Buy |
83,637
+1,440
| +2% | +$59.7K | 1.97% | 12 |
|
|
2016
Q3 | $3.48M | Buy |
82,197
+1,160
| +1% | +$49.1K | 2.01% | 14 |
|
|
2016
Q2 | $3.67M | Sell |
81,037
-340
| -0.4% | -$15.4K | 2.23% | 8 |
|
|
2016
Q1 | $3.78M | Sell |
81,377
-1,520
| -2% | -$70.5K | 2.35% | 4 |
|
|
2015
Q4 | $3.56M | Buy |
82,897
+560
| +0.7% | +$24.1K | 2.21% | 7 |
|
|
2015
Q3 | $3.3M | Buy |
82,337
+170
| +0.2% | +$6.82K | 2.17% | 6 |
|
|
2015
Q2 | $3.22M | Sell |
82,167
-70
| -0.1% | -$2.75K | 2.04% | 10 |
|
|
2015
Q1 | $3.33M | Buy |
82,237
+1,870
| +2% | +$75.8K | 2.11% | 9 |
|
|
2014
Q4 | $3.39M | Buy |
80,367
+1,080
| +1% | +$45.6K | 2.13% | 9 |
|
|
2014
Q3 | $3.38M | Buy |
79,287
+4,660
| +6% | +$199K | 2.27% | 5 |
|
|
2014
Q2 | $3.16M | Buy |
74,627
+1,320
| +2% | +$55.9K | 2.18% | 7 |
|
|
2014
Q1 | $2.83M | Sell |
73,307
-24
| -0% | -$928 | 2.08% | 8 |
|
|
2013
Q4 | $3.03M | Buy |
73,331
+1,568
| +2% | +$64.8K | 2.33% | 6 |
|
|
2013
Q3 | $2.72M | Buy |
71,763
+1,582
| +2% | +$59.9K | 2.3% | 7 |
|
|
2013
Q2 | $2.81M | Buy |
+70,181
| New | +$2.81M | 2.5% | 5 |
|