Charter Research & Investment Group’s Coca-Cola KO Stock Holding History

Charter Research & Investment Group’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$932K	Hold	13,174	–	–	0.7%	39
2025 Q1	$944K	Hold	13,174	–	–	0.72%	39
2024 Q4	$820K	Hold	13,174	–	–	0.62%	39
2024 Q3	$947K	Hold	13,174	–	–	0.7%	36
2024 Q2	$839K	Sell	13,174 -908	-6%	-$57.8K	0.66%	37
2024 Q1	$862K	Hold	14,082	–	–	0.68%	37
2023 Q4	$830K	Buy	14,082 +247	+2%	+$14.6K	0.69%	38
2023 Q3	$774K	Hold	13,835	–	–	0.7%	39
2023 Q2	$833K	Hold	13,835	–	–	0.69%	38
2023 Q1	$858K	Buy	13,835 +1,000	+8%	+$62K	0.75%	36
2022 Q4	$816K	Hold	12,835	–	–	0.78%	35
2022 Q3	$719K	Sell	12,835 -118	-0.9%	-$6.61K	0.73%	36
2022 Q2	$815K	Hold	12,953	–	–	0.74%	37
2022 Q1	$803K	Hold	12,953	–	–	0.65%	40
2021 Q4	$767K	Buy	12,953 +118	+0.9%	+$6.99K	0.6%	42
2021 Q3	$673K	Hold	12,835	–	–	0.56%	43
2021 Q2	$695K	Hold	12,835	–	–	0.58%	41
2021 Q1	$677K	Hold	12,835	–	–	0.59%	41
2020 Q4	$704K	Buy	12,835 +1,300	+11%	+$71.3K	0.68%	36
2020 Q3	$569K	Hold	11,535	–	–	0.62%	39
2020 Q2	$515K	Hold	11,535	–	–	0.59%	42
2020 Q1	$510K	Sell	11,535 -274	-2%	-$12.1K	0.67%	37
2019 Q4	$654K	Sell	11,809 -183	-2%	-$10.1K	0.66%	42
2019 Q3	$653K	Buy	11,992 +274	+2%	+$14.9K	0.71%	43
2019 Q2	$597K	Hold	11,718	–	–	0.66%	42
2019 Q1	$549K	Hold	11,718	–	–	0.61%	45
2018 Q4	$555K	Sell	11,718 -32	-0.3%	-$1.52K	0.7%	43
2018 Q3	$543K	Hold	11,750	–	–	0.59%	44
2018 Q2	$515K	Hold	11,750	–	–	0.59%	42
2018 Q1	$510K	Hold	11,750	–	–	0.61%	44
2017 Q4	$539K	Buy	+11,750	New	+$539K	0.61%	43
2016 Q3	$496K	Hold	11,718	–	–	0.58%	45
2016 Q2	$531K	Buy	11,718 +86	+0.7%	+$3.9K	0.61%	42
2016 Q1	$540K	Hold	11,632	–	–	0.62%	42
2015 Q4	$500K	Hold	11,632	–	–	0.58%	43
2015 Q3	$467K	Hold	11,632	–	–	0.62%	40
2015 Q2	$456K	Hold	11,632	–	–	0.51%	45
2015 Q1	$472K	Hold	11,632	–	–	0.52%	46
2014 Q4	$491K	Buy	+11,632	New	+$491K	0.54%	47