Caldwell Trust’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Sell |
56,781
-951
|
|
||||
|
2025
Q1 | $4.13M | Sell |
57,732
-634
|
|
||||
|
2024
Q4 | $3.63M | Sell |
58,366
-4,923
|
|
||||
|
2024
Q3 | $4.55M | Buy |
63,289
+1,649
|
|
||||
|
2024
Q2 | $3.92M | Buy |
61,640
+1,157
|
|
||||
|
2024
Q1 | $3.7M | Sell |
60,483
-13,966
|
|
||||
|
2023
Q4 | $4.39M | Buy |
74,449
+1,210
|
|
||||
|
2023
Q3 | $4.1M | Buy |
73,239
+2,658
|
|
||||
|
2023
Q2 | $4.25M | Buy |
70,581
+5,441
|
|
||||
|
2023
Q1 | $4.04M | Sell |
65,140
-3,930
|
|
||||
|
2022
Q4 | $4.39M | Sell |
69,070
-2,556
|
|
||||
|
2022
Q3 | $4.01M | Sell |
71,626
-1,017
|
|
||||
|
2022
Q2 | $4.57M | Sell |
72,643
-160
|
|
||||
|
2022
Q1 | $4.51M | Sell |
72,803
-438
|
|
||||
|
2021
Q4 | $4.34M | Sell |
73,241
-5,232
|
|
||||
|
2021
Q3 | $4.12M | Sell |
78,473
-1,702
|
|
||||
|
2021
Q2 | $4.34M | Buy |
80,175
+420
|
|
||||
|
2021
Q1 | $4.2M | Sell |
79,755
-1,190
|
|
||||
|
2020
Q4 | $4.44M | Sell |
80,945
-345
|
|
||||
|
2020
Q3 | $4.01M | Sell |
81,290
-7,211
|
|
||||
|
2020
Q2 | $3.95M | Sell |
88,501
-384
|
|
||||
|
2020
Q1 | $3.93M | Sell |
88,885
-112
|
|
||||
|
2019
Q4 | $4.93M | Buy |
+88,997
|
|