Carret Asset Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $981K | Hold |
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|
2025
Q1 | $993K | Hold |
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|
2024
Q4 | $863K | Hold |
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|
2024
Q3 | $996K | Buy |
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|
2024
Q2 | $879K | Sell |
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|
2024
Q1 | $856K | Sell |
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|
2023
Q4 | $827K | Buy |
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|
2023
Q3 | $783K | Buy |
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|
2023
Q2 | $807K | Sell |
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|
2023
Q1 | $841K | Hold |
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|
2022
Q4 | $862K | Buy |
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|
2022
Q3 | $675K | Hold |
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|
2022
Q2 | $758K | Sell |
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|
2022
Q1 | $748K | Sell |
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|
2021
Q4 | $715K | Hold |
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|
2021
Q3 | $634K | Sell |
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|
2021
Q2 | $724K | Buy |
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|
2021
Q1 | $696K | Buy |
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|
2020
Q4 | $697K | Sell |
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|
2020
Q3 | $675K | Sell |
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|
2020
Q2 | $618K | Hold |
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|
2020
Q1 | $612K | Sell |
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|
2019
Q4 | $889K | Buy |
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|
2019
Q3 | $856K | Sell |
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|
2019
Q2 | $820K | Sell |
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|
2019
Q1 | $864K | Sell |
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|
2018
Q4 | $878K | Sell |
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|
2018
Q3 | $889K | Buy |
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|
2018
Q2 | $838K | Sell |
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|
2018
Q1 | $830K | Sell |
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|
2017
Q4 | $971K | Buy |
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|
2017
Q3 | $932K | Sell |
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|
2017
Q2 | $945K | Buy |
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|
2017
Q1 | $866K | Sell |
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|
2016
Q4 | $848K | Buy |
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|
2016
Q3 | $688K | Sell |
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|
2016
Q2 | $765K | Sell |
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|
2016
Q1 | $846K | Sell |
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|
2015
Q4 | $793K | Sell |
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|
2015
Q3 | $756K | Buy |
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|
2015
Q2 | $736K | Sell |
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|
2015
Q1 | $773K | Sell |
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|
2014
Q4 | $812K | Buy |
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|
2014
Q3 | $812K | Sell |
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|
2014
Q2 | $874K | Sell |
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|
2014
Q1 | $812K | Sell |
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|
2013
Q4 | $901K | Sell |
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|
2013
Q3 | $872K | Buy |
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|
2013
Q2 | $757K | Buy |
|