Choate Investment Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
54,793
-5,860
| -10% | -$415K | 0.08% | 92 |
|
|
2025
Q1 | $4.34M | Sell |
60,653
-650
| -1% | -$46.6K | 0.11% | 86 |
|
|
2024
Q4 | $3.82M | Buy |
61,303
+1,475
| +2% | +$91.8K | 0.09% | 99 |
|
|
2024
Q3 | $4.3M | Buy |
59,828
+321
| +0.5% | +$23.1K | 0.11% | 91 |
|
|
2024
Q2 | $3.79M | Sell |
59,507
-5,633
| -9% | -$359K | 0.1% | 94 |
|
|
2024
Q1 | $3.99M | Sell |
65,140
-2,364
| -4% | -$145K | 0.11% | 100 |
|
|
2023
Q4 | $3.98M | Buy |
67,504
+2,389
| +4% | +$141K | 0.12% | 90 |
|
|
2023
Q3 | $3.65M | Sell |
65,115
-5,199
| -7% | -$291K | 0.14% | 67 |
|
|
2023
Q2 | $4.23M | Buy |
70,314
+2,645
| +4% | +$159K | 0.18% | 51 |
|
|
2023
Q1 | $4.2M | Sell |
67,669
-2,149
| -3% | -$133K | 0.2% | 49 |
|
|
2022
Q4 | $4.44M | Buy |
69,818
+13,252
| +23% | +$843K | 0.27% | 42 |
|
|
2022
Q3 | $3.17M | Buy |
56,566
+1,301
| +2% | +$72.9K | 0.21% | 49 |
|
|
2022
Q2 | $3.48M | Buy |
55,265
+1,095
| +2% | +$68.9K | 0.21% | 46 |
|
|
2022
Q1 | $3.36M | Sell |
54,170
-2,964
| -5% | -$184K | 0.18% | 53 |
|
|
2021
Q4 | $3.38M | Buy |
57,134
+230
| +0.4% | +$13.6K | 0.2% | 53 |
|
|
2021
Q3 | $2.99M | Buy |
56,904
+75
| +0.1% | +$3.94K | 0.19% | 55 |
|
|
2021
Q2 | $3.08M | Buy |
56,829
+1,730
| +3% | +$93.6K | 0.19% | 54 |
|
|
2021
Q1 | $2.91M | Buy |
55,099
+1,245
| +2% | +$65.6K | 0.18% | 52 |
|
|
2020
Q4 | $2.95M | Buy |
53,854
+1,527
| +3% | +$83.8K | 0.18% | 50 |
|
|
2020
Q3 | $2.58M | Buy |
52,327
+50
| +0.1% | +$2.47K | 0.17% | 54 |
|
|
2020
Q2 | $2.34M | Sell |
52,277
-2,878
| -5% | -$129K | 0.17% | 55 |
|
|
2020
Q1 | $2.44M | Sell |
55,155
-2,040
| -4% | -$90.3K | 0.19% | 58 |
|
|
2019
Q4 | $3.17M | Sell |
57,195
-350
| -0.6% | -$19.4K | 0.19% | 62 |
|
|
2019
Q3 | $3.13M | Sell |
57,545
-2,264
| -4% | -$123K | 0.19% | 60 |
|
|
2019
Q2 | $3.05M | Sell |
59,809
-1,010
| -2% | -$51.4K | 0.18% | 63 |
|
|
2019
Q1 | $2.85M | Buy |
60,819
+17,229
| +40% | +$807K | 0.17% | 62 |
|
|
2018
Q4 | $2.06M | Sell |
43,590
-8,765
| -17% | -$415K | 0.13% | 70 |
|
|
2018
Q3 | $2.42M | Sell |
52,355
-1,871
| -3% | -$86.4K | 0.13% | 64 |
|
|
2018
Q2 | $2.38M | Sell |
54,226
-2,888
| -5% | -$127K | 0.14% | 70 |
|
|
2018
Q1 | $2.48M | Hold |
57,114
| – | – | 0.13% | 74 |
|
|
2017
Q4 | $2.62M | Sell |
57,114
-387
| -0.7% | -$17.8K | 0.13% | 75 |
|
|
2017
Q3 | $2.59M | Buy |
57,501
+525
| +0.9% | +$23.6K | 0.14% | 73 |
|
|
2017
Q2 | $2.56M | Sell |
56,976
-2,674
| -4% | -$120K | 0.14% | 71 |
|
|
2017
Q1 | $2.53M | Sell |
59,650
-562
| -0.9% | -$23.9K | 0.15% | 72 |
|
|
2016
Q4 | $2.5M | Sell |
60,212
-1,052
| -2% | -$43.6K | 0.16% | 67 |
|
|
2016
Q3 | $2.59M | Buy |
61,264
+10,223
| +20% | +$433K | 0.17% | 68 |
|
|
2016
Q2 | $2.31M | Buy |
51,041
+454
| +0.9% | +$20.6K | 0.16% | 69 |
|
|
2016
Q1 | $2.35M | Buy |
50,587
+3,073
| +6% | +$143K | 0.16% | 70 |
|
|
2015
Q4 | $2.01M | Sell |
47,514
-3,430
| -7% | -$145K | 0.15% | 82 |
|
|
2015
Q3 | $2.04M | Buy |
50,944
+7,920
| +18% | +$318K | 0.14% | 69 |
|
|
2015
Q2 | $1.69M | Sell |
43,024
-1,385
| -3% | -$54.3K | 0.1% | 84 |
|
|
2015
Q1 | $1.8M | Sell |
44,409
-3,105
| -7% | -$126K | 0.1% | 85 |
|
|
2014
Q4 | $2.01M | Sell |
47,514
-868
| -2% | -$36.6K | 0.12% | 81 |
|
|
2014
Q3 | $2.06M | Buy |
48,382
+906
| +2% | +$38.7K | 0.12% | 77 |
|
|
2014
Q2 | $2.01M | Sell |
47,476
-20,300
| -30% | -$860K | 0.12% | 84 |
|
|
2014
Q1 | $2.62M | Sell |
67,776
-6,050
| -8% | -$234K | 0.16% | 71 |
|
|
2013
Q4 | $3.05M | Sell |
73,826
-10,783
| -13% | -$445K | 0.2% | 64 |
|
|
2013
Q3 | $3.2M | Sell |
84,609
-7,403
| -8% | -$280K | 0.24% | 60 |
|
|
2013
Q2 | $3.69M | Buy |
+92,012
| New | +$3.69M | 0.3% | 51 |
|