Buffington Mohr McNeal’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $258K | Sell |
3,596
-13,003
| -78% | -$931K | 0.05% | 98 |
|
|
2024
Q4 | $1.03M | Buy |
16,599
+689
| +4% | +$42.9K | 0.17% | 67 |
|
|
2024
Q3 | $1.14M | Sell |
15,910
-920
| -5% | -$66.1K | 0.19% | 69 |
|
|
2024
Q2 | $1.07M | Sell |
16,830
-292
| -2% | -$18.6K | 0.19% | 64 |
|
|
2024
Q1 | $1.05M | Sell |
17,122
-275
| -2% | -$16.8K | 0.19% | 66 |
|
|
2023
Q4 | $1.03M | Sell |
17,397
-455
| -3% | -$26.8K | 0.21% | 67 |
|
|
2023
Q3 | $999K | Buy |
17,852
+8
| +0% | +$448 | 0.23% | 67 |
|
|
2023
Q2 | $1.07M | Buy |
17,844
+922
| +5% | +$55.5K | 0.23% | 64 |
|
|
2023
Q1 | $1.05M | Sell |
16,922
-125
| -0.7% | -$7.75K | 0.24% | 67 |
|
|
2022
Q4 | $1.08M | Sell |
17,047
-475
| -3% | -$30.2K | 0.25% | 65 |
|
|
2022
Q3 | $982K | Sell |
17,522
-2,300
| -12% | -$129K | 0.24% | 69 |
|
|
2022
Q2 | $1.25M | Sell |
19,822
-50
| -0.3% | -$3.15K | 0.27% | 61 |
|
|
2022
Q1 | $1.23M | Hold |
19,872
| – | – | 0.23% | 66 |
|
|
2021
Q4 | $1.18M | Buy |
19,872
+650
| +3% | +$38.5K | 0.2% | 72 |
|
|
2021
Q3 | $1.01M | Hold |
19,222
| – | – | 0.19% | 74 |
|
|
2021
Q2 | $1.04M | Hold |
19,222
| – | – | 0.2% | 72 |
|
|
2021
Q1 | $1.01M | Buy |
19,222
+805
| +4% | +$42.4K | 0.22% | 69 |
|
|
2020
Q4 | $1.01M | Buy |
+18,417
| New | +$1.01M | 0.24% | 65 |
|
|
2019
Q2 | – | Sell |
-1,637
| Closed | -$77K | – | 231 |
|
|
2019
Q1 | $77K | Buy |
+1,637
| New | +$77K | 0.02% | 165 |
|
|
2017
Q3 | – | Sell |
-4,749
| Closed | -$213K | – | 130 |
|
|
2017
Q2 | $213K | Buy |
+4,749
| New | +$213K | 0.08% | 130 |
|
|
2017
Q1 | – | Sell |
-2,670
| Closed | -$111K | – | 120 |
|
|
2016
Q4 | $111K | Buy |
+2,670
| New | +$111K | 0.04% | 161 |
|