Bridges Investment 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 | $3.77M | Buy |
53,251
+2,050
| +4% | +$145K | 0.05% | 119 |
|
|
2025
Q1 | $3.67M | Sell |
51,201
-3,698
| -7% | -$265K | 0.05% | 117 |
|
|
2024
Q4 | $3.42M | Buy |
54,899
+743
| +1% | +$46.3K | 0.05% | 121 |
|
|
2024
Q3 | $3.89M | Buy |
54,156
+867
| +2% | +$62.3K | 0.05% | 114 |
|
|
2024
Q2 | $3.39M | Buy |
53,289
+26,889
| +102% | +$1.71M | 0.05% | 113 |
|
|
2024
Q1 | $1.62M | Sell |
26,400
-250
| -0.9% | -$15.3K | 0.05% | 117 |
|
|
2023
Q4 | $1.57M | Hold |
26,650
| – | – | 0.05% | 119 |
|
|
2023
Q3 | $1.49M | Sell |
26,650
-50
| -0.2% | -$2.8K | 0.05% | 117 |
|
|
2023
Q2 | $1.61M | Sell |
26,700
-950
| -3% | -$57.2K | 0.05% | 118 |
|
|
2023
Q1 | $1.72M | Sell |
27,650
-548
| -2% | -$34K | 0.06% | 119 |
|
|
2022
Q4 | $1.79M | Buy |
28,198
+250
| +0.9% | +$15.9K | 0.07% | 121 |
|
|
2022
Q3 | $1.57M | Sell |
27,948
-1,849
| -6% | -$104K | 0.06% | 127 |
|
|
2022
Q2 | $1.88M | Sell |
29,797
-350
| -1% | -$22K | 0.07% | 120 |
|
|
2022
Q1 | $1.87M | Sell |
30,147
-1,458
| -5% | -$90.4K | 0.06% | 127 |
|
|
2021
Q4 | $1.87M | Sell |
31,605
-2,500
| -7% | -$148K | 0.05% | 126 |
|
|
2021
Q3 | $1.79M | Sell |
34,105
-1,870
| -5% | -$98.1K | 0.06% | 127 |
|
|
2021
Q2 | $1.95M | Sell |
35,975
-1,050
| -3% | -$56.8K | 0.06% | 123 |
|
|
2021
Q1 | $1.95M | Sell |
37,025
-200
| -0.5% | -$10.5K | 0.06% | 119 |
|
|
2020
Q4 | $2.04M | Sell |
37,225
-2,975
| -7% | -$163K | 0.06% | 112 |
|
|
2020
Q3 | $1.99M | Buy |
40,200
+370
| +0.9% | +$18.3K | 0.07% | 111 |
|
|
2020
Q2 | $1.78M | Sell |
39,830
-585
| -1% | -$26.1K | 0.06% | 115 |
|
|
2020
Q1 | $1.79M | Sell |
40,415
-5,713
| -12% | -$253K | 0.08% | 111 |
|
|
2019
Q4 | $2.55M | Sell |
46,128
-21,413
| -32% | -$1.19M | 0.09% | 113 |
|
|
2019
Q3 | $3.68M | Sell |
67,541
-167
| -0.2% | -$9.09K | 0.14% | 101 |
|
|
2019
Q2 | $3.45M | Buy |
67,708
+2,608
| +4% | +$133K | 0.13% | 100 |
|
|
2019
Q1 | $3.05M | Sell |
65,100
-5,645
| -8% | -$265K | 0.12% | 106 |
|
|
2018
Q4 | $3.35M | Buy |
70,745
+17,925
| +34% | +$849K | 0.16% | 104 |
|
|
2018
Q3 | $2.44M | Buy |
52,820
+6,824
| +15% | +$315K | 0.12% | 118 |
|
|
2018
Q2 | $2.02M | Buy |
45,996
+2,765
| +6% | +$121K | 0.09% | 132 |
|
|
2018
Q1 | $1.88M | Buy |
43,231
+7,197
| +20% | +$313K | 0.09% | 131 |
|
|
2017
Q4 | $1.65M | Sell |
36,034
-1,784
| -5% | -$81.8K | 0.13% | 98 |
|
|
2017
Q3 | $1.7M | Buy |
37,818
+7,216
| +24% | +$325K | 0.16% | 80 |
|
|
2017
Q2 | $1.37M | Buy |
30,602
+1,650
| +6% | +$74K | 0.18% | 77 |
|
|
2017
Q1 | $1.23M | Sell |
28,952
-6,000
| -17% | -$254K | 0.17% | 78 |
|
|
2016
Q4 | $1.45M | Sell |
34,952
-1,325
| -4% | -$54.9K | 0.21% | 77 |
|
|
2016
Q3 | $1.54M | Sell |
36,277
-3,100
| -8% | -$131K | 0.26% | 73 |
|
|
2016
Q2 | $1.79M | Sell |
39,377
-2,400
| -6% | -$109K | 0.31% | 70 |
|
|
2016
Q1 | $1.94M | Buy |
41,777
+500
| +1% | +$23.2K | 0.35% | 64 |
|
|
2015
Q4 | $1.77M | Sell |
41,277
-3,850
| -9% | -$165K | 0.32% | 62 |
|
|
2015
Q3 | $1.77M | Hold |
45,127
| – | – | 0.31% | 65 |
|
|
2015
Q2 | $1.77M | Sell |
45,127
-4,890
| -10% | -$192K | 0.31% | 65 |
|
|
2015
Q1 | $2.03M | Sell |
50,017
-2,950
| -6% | -$120K | 0.35% | 60 |
|
|
2014
Q4 | $2.24M | Buy |
52,967
+1,900
| +4% | +$80.2K | 0.4% | 56 |
|
|
2014
Q3 | $2.18M | Sell |
51,067
-7,630
| -13% | -$325K | 0.41% | 52 |
|
|
2014
Q2 | $2.49M | Sell |
58,697
-8,162
| -12% | -$346K | 0.47% | 47 |
|
|
2014
Q1 | $2.59M | Sell |
66,859
-2,925
| -4% | -$113K | 0.54% | 42 |
|
|
2013
Q4 | $2.88M | Sell |
69,784
-1,575
| -2% | -$65.1K | 0.65% | 36 |
|
|
2013
Q3 | $2.7M | Sell |
71,359
-5,884
| -8% | -$223K | 0.67% | 37 |
|
|
2013
Q2 | $3.1M | Buy |
+77,243
| New | +$3.1M | 0.82% | 32 |
|