Charter Research & Investment Group’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 | $932K | Hold |
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|
2025
Q1 | $944K | Hold |
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|
2024
Q4 | $820K | Hold |
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|
2024
Q3 | $947K | Hold |
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|
2024
Q2 | $839K | Sell |
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|
2024
Q1 | $862K | Hold |
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|
2023
Q4 | $830K | Buy |
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|
2023
Q3 | $774K | Hold |
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|
2023
Q2 | $833K | Hold |
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|
2023
Q1 | $858K | Buy |
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|
2022
Q4 | $816K | Hold |
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|
2022
Q3 | $719K | Sell |
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|
2022
Q2 | $815K | Hold |
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|
2022
Q1 | $803K | Hold |
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|
2021
Q4 | $767K | Buy |
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|
2021
Q3 | $673K | Hold |
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|
2021
Q2 | $695K | Hold |
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|
2021
Q1 | $677K | Hold |
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|
2020
Q4 | $704K | Buy |
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|
2020
Q3 | $569K | Hold |
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|
2020
Q2 | $515K | Hold |
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|
2020
Q1 | $510K | Sell |
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|
2019
Q4 | $654K | Sell |
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|
2019
Q3 | $653K | Buy |
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|
2019
Q2 | $597K | Hold |
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|
2019
Q1 | $549K | Hold |
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|
2018
Q4 | $555K | Sell |
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|
2018
Q3 | $543K | Hold |
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|
2018
Q2 | $515K | Hold |
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|
2018
Q1 | $510K | Hold |
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|
2017
Q4 | $539K | Buy |
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|
2016
Q3 | $496K | Hold |
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|
2016
Q2 | $531K | Buy |
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|
2016
Q1 | $540K | Hold |
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|
2015
Q4 | $500K | Hold |
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|
2015
Q3 | $467K | Hold |
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|
2015
Q2 | $456K | Hold |
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|
2015
Q1 | $472K | Hold |
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|
2014
Q4 | $491K | Buy |
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