Charles D. Hyman’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.4M | Sell |
273,000
-254
| -0.1% | -$15.7K | 0.97% | 33 |
|
|
2024
Q1 | $16.7M | Buy |
273,254
+1,244
| +0.5% | +$74.7K | 0.92% | 34 |
|
|
2023
Q4 | $16M | Sell |
272,010
-2,574
| -0.9% | -$146K | 0.96% | 37 |
|
|
2023
Q3 | $15.4M | Buy |
274,584
+660
| +0.2% | +$39.6K | 1% | 34 |
|
|
2023
Q2 | $16.5M | Buy |
273,924
+1,940
| +0.7% | +$121K | 1.03% | 30 |
|
|
2023
Q1 | $16.9M | Buy |
271,984
+1,015
| +0.4% | +$61.5K | 1.13% | 31 |
|
|
2022
Q4 | $17.2M | Buy |
270,969
+1,361
| +0.5% | +$82.2K | 1.18% | 32 |
|
|
2022
Q3 | $15.1M | Buy |
269,608
+5,374
| +2% | +$334K | 1.16% | 29 |
|
|
2022
Q2 | $16.6M | Sell |
264,234
-1,029
| -0.4% | -$65.2K | 1.21% | 28 |
|
|
2022
Q1 | $16.4M | Buy |
265,263
+16,120
| +6% | +$980K | 1.04% | 30 |
|
|
2021
Q4 | $14.8M | Sell |
249,143
-4,225
| -2% | -$235K | 0.93% | 34 |
|
|
2021
Q3 | $13.3M | Sell |
253,368
-3,525
| -1% | -$196K | 0.93% | 33 |
|
|
2021
Q2 | $13.9M | Sell |
256,893
-2,615
| -1% | -$142K | 0.97% | 33 |
|
|
2021
Q1 | $13.7M | Buy |
259,508
+1,175
| +0.5% | +$59.1K | 1% | 33 |
|
|
2020
Q4 | $14.2M | Buy |
258,333
+6,201
| +2% | +$321K | 1.13% | 29 |
|
|
2020
Q3 | $12.4M | Sell |
252,132
-4,040
| -2% | -$194K | 1.1% | 30 |
|
|
2020
Q2 | $11.4M | Buy |
256,172
+34,884
| +16% | +$1.61M | 1.1% | 32 |
|
|
2020
Q1 | $9.79M | Buy |
221,288
+2,850
| +1% | +$154K | 1.23% | 30 |
|
|
2019
Q4 | $12.1M | Buy |
218,438
+10,816
| +5% | +$582K | 1.18% | 32 |
|
|
2019
Q3 | $11.3M | Buy |
207,622
+9,100
| +5% | +$487K | 1.18% | 32 |
|
|
2019
Q2 | $10.1M | Buy |
198,522
+6,296
| +3% | +$309K | 1.05% | 32 |
|
|
2019
Q1 | $9.01M | Buy |
192,226
+25,347
| +15% | +$1.19M | 0.93% | 38 |
|
|
2018
Q4 | $7.9M | Sell |
166,879
-9,450
| -5% | -$452K | 0.94% | 39 |
|
|
2018
Q3 | $8.14M | Sell |
176,329
-1,800
| -1% | -$82.2K | 0.85% | 39 |
|
|
2018
Q2 | $7.81M | Sell |
178,129
-1,026
| -0.6% | -$44.3K | 0.88% | 41 |
|
|
2018
Q1 | $7.78M | Buy |
179,155
+575
| +0.3% | +$25.8K | 0.9% | 43 |
|
|
2017
Q4 | $8.19M | Sell |
178,580
-920
| -0.5% | -$42.3K | 0.94% | 42 |
|
|
2017
Q3 | $8.08M | Sell |
179,500
-1,460
| -0.8% | -$66.4K | 1% | 41 |
|
|
2017
Q2 | $8.12M | Sell |
180,960
-680
| -0.4% | -$30K | 1.04% | 40 |
|
|
2017
Q1 | $7.71M | Sell |
181,640
-190
| -0.1% | -$7.92K | 1.02% | 41 |
|
|
2016
Q4 | $7.54M | Sell |
181,830
-10,460
| -5% | -$435K | 1.06% | 42 |
|
|
2016
Q3 | $8.14M | Hold |
192,290
| – | – | 1.21% | 38 |
|
|
2016
Q2 | $8.72M | Sell |
192,290
-650
| -0.3% | -$29.4K | 1.31% | 33 |
|
|
2016
Q1 | $8.95M | Sell |
192,940
-360
| -0.2% | -$15.7K | 1.42% | 30 |
|
|
2015
Q4 | $8.3M | Sell |
193,300
-12,200
| -6% | -$518K | 1.37% | 33 |
|
|
2015
Q3 | $8.24M | Sell |
205,500
-1,600
| -0.8% | -$64.1K | 1.44% | 29 |
|
|
2015
Q2 | $8.13M | Buy |
207,100
+6,000
| +3% | +$244K | 1.3% | 35 |
|
|
2015
Q1 | $8.15M | Hold |
201,100
| – | – | 1.31% | 33 |
|
|
2014
Q4 | $8.49M | Sell |
201,100
-1,650
| -0.8% | -$70.5K | 1.37% | 29 |
|
|
2014
Q3 | $8.65M | Sell |
202,750
-1,400
| -0.7% | -$57.9K | 1.45% | 26 |
|
|
2014
Q2 | $8.65M | Sell |
204,150
-1,400
| -0.7% | -$56.8K | 1.46% | 27 |
|
|
2014
Q1 | $7.95M | Buy |
205,550
+225
| +0.1% | +$8.69K | 1.44% | 26 |
|
|
2013
Q4 | $8.48M | Sell |
205,325
-1,900
| -0.9% | -$74.9K | 1.56% | 23 |
|
|
2013
Q3 | $7.85M | Sell |
207,225
-1,418
| -0.7% | -$56.1K | 1.56% | 20 |
|
|
2013
Q2 | $8.37M | Buy |
+208,643
| New | +$8.64M | 1.72% | 20 |
|
Other funds holding KO
Charles D. Hyman's KO Position: Q2 2024 in Review
Charles D. Hyman reduced its Coca-Cola (KO) stake by 0.09% in Q2 2024, selling an estimated $15.7K and leaving 273,000 shares worth $17.4M. The position accounts for 0.97% of the portfolio, ranked #33.
Charles D. Hyman first reported a position in KO in Q2 2013 and has held it in 45 quarters since. 3,030 funds tracked by Wall St. Rank hold KO as of Q2 2024.
- Charles D. Hyman held 273,000 shares of Coca-Cola worth $17.4M as of Q2 2024.
- Charles D. Hyman sold 254 Coca-Cola shares in Q2 2024, an estimated $15.7K.
- Coca-Cola made up 0.97% of Charles D. Hyman's portfolio in Q2 2024, its #33 holding.
- Charles D. Hyman first reported a position in Coca-Cola in Q2 2013 and has held it in 45 quarters since.
- 3,030 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.
Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.