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Brian C. Broderick’s Coca-Cola KO Stock Holding History

Brian C. Broderick’s Portfolio KO Stock Details KO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.53M Hold
21,635
– – 0.3% 52
2025
Q1 		$1.55M Hold
21,635
– – 0.32% 48
2024
Q4 		$1.35M Hold
21,635
– – 0.26% 50
2024
Q3 		$1.55M Sell
21,635
-30
-0.1% -$2.16K 0.3% 50
2024
Q2 		$1.38M Sell
21,665
-1
-0% -$64 0.28% 54
2024
Q1 		$1.33M Buy
21,666
+16,416
+313% +$1M 0.28% 52
2023
Q4 		$309K Hold
5,250
– – 0.08% 68
2023
Q3 		$294K Sell
5,250
-30
-0.6% -$1.68K 0.08% 69
2023
Q2 		$318K Sell
5,280
-2,000
-27% -$120K 0.08% 66
2023
Q1 		$452K Hold
7,280
– – 0.13% 59
2022
Q4 		$463K Hold
7,280
– – 0.14% 60
2022
Q3 		$407K Hold
7,280
– – 0.13% 59
2022
Q2 		$459K Hold
7,280
– – 0.14% 60
2022
Q1 		$451K Hold
7,280
– – 0.12% 61
2021
Q4 		$431K Sell
7,280
-4,100
-36% -$243K 0.1% 60
2021
Q3 		$597K Sell
11,380
-100
-0.9% -$5.25K 0.16% 60
2021
Q2 		$621K Sell
11,480
-1,200
-9% -$64.9K 0.16% 58
2021
Q1 		$668K Hold
12,680
– – 0.19% 55
2020
Q4 		$695K Sell
12,680
-600
-5% -$32.9K 0.21% 52
2020
Q3 		$655K Buy
13,280
+130
+1% +$6.41K 0.21% 55
2020
Q2 		$588K Hold
13,150
– – 0.2% 59
2020
Q1 		$581K Sell
13,150
-100
-0.8% -$4.42K 0.23% 55
2019
Q4 		$734K Sell
13,250
-5,850
-31% -$324K 0.24% 57
2019
Q3 		$1.04M Buy
19,100
+500
+3% +$27.2K 0.36% 54
2019
Q2 		$947K Sell
18,600
-650
-3% -$33.1K 0.33% 53
2019
Q1 		$902K Sell
19,250
-325
-2% -$15.2K 0.32% 54
2018
Q4 		$927K Sell
19,575
-225
-1% -$10.7K 0.39% 52
2018
Q3 		$914K Sell
19,800
-1,750
-8% -$80.8K 0.31% 54
2018
Q2 		$945K Hold
21,550
– – 0.35% 56
2018
Q1 		$935K Sell
21,550
-550
-2% -$23.9K 0.35% 56
2017
Q4 		$1.01M Sell
22,100
-11,650
-35% -$535K 0.37% 57
2017
Q3 		$1.52M Sell
33,750
-400
-1% -$18K 0.55% 54
2017
Q2 		$1.53M Sell
34,150
-1,950
-5% -$87.5K 0.57% 51
2017
Q1 		$1.53M Sell
36,100
-2,000
-5% -$84.9K 0.62% 45
2016
Q4 		$1.58M Sell
38,100
-1,250
-3% -$51.8K 0.68% 42
2016
Q3 		$1.67M Sell
39,350
-4,000
-9% -$169K 0.71% 42
2016
Q2 		$1.97M Sell
43,350
-365
-0.8% -$16.5K 0.83% 39
2016
Q1 		$2.03M Buy
43,715
+4,000
+10% +$186K 0.88% 37
2015
Q4 		$1.71M Buy
39,715
+16,900
+74% +$726K 0.76% 46
2015
Q3 		$916K Sell
22,815
-1,000
-4% -$40.1K 0.42% 62
2015
Q2 		$935K Sell
23,815
-1,600
-6% -$62.8K 0.4% 61
2015
Q1 		$1.03M Sell
25,415
-600
-2% -$24.3K 0.43% 60
2014
Q4 		$1.1M Sell
26,015
-412
-2% -$17.4K 0.47% 59
2014
Q3 		$1.13M Buy
26,427
+412
+2% +$17.6K 0.5% 61
2014
Q2 		$1.1M Hold
26,015
– – 0.5% 59
2014
Q1 		$1.01M Sell
26,015
-200
-0.8% -$7.73K 0.49% 58
2013
Q4 		$1.08M Hold
26,215
– – 0.54% 57
2013
Q3 		$993K Hold
26,215
– – 0.55% 56
2013
Q2 		$1.05M Buy
+26,215
New +$1.05M 0.63% 53