Boston Trust Walden’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 | $2.69M | Sell |
37,964
-100
| -0.3% | -$7.08K | 0.02% | 239 |
|
|
2025
Q1 | $2.73M | Sell |
38,064
-25
| -0.1% | -$1.79K | 0.02% | 238 |
|
|
2024
Q4 | $2.37M | Sell |
38,089
-524
| -1% | -$32.6K | 0.02% | 246 |
|
|
2024
Q3 | $2.77M | Sell |
38,613
-180
| -0.5% | -$12.9K | 0.02% | 242 |
|
|
2024
Q2 | $2.47M | Sell |
38,793
-1,219
| -3% | -$77.6K | 0.02% | 239 |
|
|
2024
Q1 | $2.45M | Buy |
40,012
+325
| +0.8% | +$19.9K | 0.02% | 240 |
|
|
2023
Q4 | $2.34M | Sell |
39,687
-1,138
| -3% | -$67.1K | 0.02% | 240 |
|
|
2023
Q3 | $2.29M | Hold |
40,825
| – | – | 0.02% | 240 |
|
|
2023
Q2 | $2.46M | Sell |
40,825
-1,158
| -3% | -$69.7K | 0.02% | 241 |
|
|
2023
Q1 | $2.6M | Sell |
41,983
-167
| -0.4% | -$10.4K | 0.02% | 241 |
|
|
2022
Q4 | $2.68M | Sell |
42,150
-950
| -2% | -$60.4K | 0.02% | 244 |
|
|
2022
Q3 | $2.41M | Sell |
43,100
-150
| -0.3% | -$8.4K | 0.02% | 243 |
|
|
2022
Q2 | $2.72M | Buy |
43,250
+784
| +2% | +$49.3K | 0.03% | 244 |
|
|
2022
Q1 | $2.63M | Sell |
42,466
-7,000
| -14% | -$434K | 0.02% | 250 |
|
|
2021
Q4 | $2.93M | Sell |
49,466
-406
| -0.8% | -$24K | 0.02% | 254 |
|
|
2021
Q3 | $2.62M | Buy |
49,872
+56
| +0.1% | +$2.94K | 0.02% | 249 |
|
|
2021
Q2 | $2.7M | Buy |
49,816
+3,750
| +8% | +$203K | 0.02% | 252 |
|
|
2021
Q1 | $2.43M | Sell |
46,066
-750
| -2% | -$39.5K | 0.02% | 251 |
|
|
2020
Q4 | $2.57M | Sell |
46,816
-966
| -2% | -$53K | 0.03% | 253 |
|
|
2020
Q3 | $2.36M | Sell |
47,782
-683
| -1% | -$33.7K | 0.03% | 258 |
|
|
2020
Q2 | $2.17M | Buy |
48,465
+1,738
| +4% | +$77.6K | 0.03% | 262 |
|
|
2020
Q1 | $2.07M | Sell |
46,727
-400
| -0.8% | -$17.7K | 0.03% | 256 |
|
|
2019
Q4 | $2.61M | Sell |
47,127
-1,524
| -3% | -$84.3K | 0.03% | 256 |
|
|
2019
Q3 | $2.65M | Hold |
48,651
| – | – | 0.03% | 256 |
|
|
2019
Q2 | $2.48M | Sell |
48,651
-304
| -0.6% | -$15.5K | 0.03% | 263 |
|
|
2019
Q1 | $2.29M | Sell |
48,955
-2,000
| -4% | -$93.7K | 0.03% | 267 |
|
|
2018
Q4 | $2.41M | Hold |
50,955
| – | – | 0.04% | 262 |
|
|
2018
Q3 | $2.35M | Sell |
50,955
-465
| -0.9% | -$21.5K | 0.03% | 267 |
|
|
2018
Q2 | $2.26M | Buy |
51,420
+1,400
| +3% | +$61.4K | 0.03% | 269 |
|
|
2018
Q1 | $2.17M | Hold |
50,020
| – | – | 0.03% | 270 |
|
|
2017
Q4 | $2.3M | Sell |
50,020
-582
| -1% | -$26.7K | 0.03% | 270 |
|
|
2017
Q3 | $2.28M | Sell |
50,602
-1,418
| -3% | -$63.8K | 0.04% | 270 |
|
|
2017
Q2 | $2.33M | Buy |
52,020
+2,918
| +6% | +$131K | 0.04% | 262 |
|
|
2017
Q1 | $2.08M | Sell |
49,102
-3,075
| -6% | -$131K | 0.03% | 263 |
|
|
2016
Q4 | $2.16M | Sell |
52,177
-1,225
| -2% | -$50.8K | 0.03% | 261 |
|
|
2016
Q3 | $2.26M | Sell |
53,402
-200
| -0.4% | -$8.46K | 0.04% | 259 |
|
|
2016
Q2 | $2.43M | Sell |
53,602
-100
| -0.2% | -$4.53K | 0.04% | 255 |
|
|
2016
Q1 | $2.49M | Sell |
53,702
-300
| -0.6% | -$13.9K | 0.04% | 254 |
|
|
2015
Q4 | $2.32M | Sell |
54,002
-3,090
| -5% | -$133K | 0.04% | 252 |
|
|
2015
Q3 | $2.29M | Buy |
57,092
+1,610
| +3% | +$64.6K | 0.04% | 254 |
|
|
2015
Q2 | $2.18M | Sell |
55,482
-2,925
| -5% | -$115K | 0.03% | 252 |
|
|
2015
Q1 | $2.37M | Buy |
58,407
+542
| +0.9% | +$22K | 0.04% | 242 |
|
|
2014
Q4 | $2.44M | Sell |
57,865
-800
| -1% | -$33.8K | 0.04% | 237 |
|
|
2014
Q3 | $2.5M | Hold |
58,665
| – | – | 0.04% | 231 |
|
|
2014
Q2 | $2.49M | Sell |
58,665
-527
| -0.9% | -$22.3K | 0.04% | 224 |
|
|
2014
Q1 | $2.29M | Sell |
59,192
-573
| -1% | -$22.1K | 0.03% | 224 |
|
|
2013
Q4 | $2.47M | Sell |
59,765
-100
| -0.2% | -$4.13K | 0.04% | 219 |
|
|
2013
Q3 | $2.27M | Sell |
59,865
-322
| -0.5% | -$12.2K | 0.03% | 218 |
|
|
2013
Q2 | $2.41M | Buy |
+60,187
| New | +$2.41M | 0.04% | 209 |
|