CYG
Clean Yield Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
5,938
+161
| +3% | +$11.4K | 0.13% | 95 |
|
|
2025
Q1 | $414K | Hold |
5,777
| – | – | 0.13% | 95 |
|
|
2024
Q4 | $360K | Sell |
5,777
-28
| -0.5% | -$1.74K | 0.11% | 107 |
|
|
2024
Q3 | $417K | Buy |
5,805
+28
| +0.5% | +$2.01K | 0.13% | 94 |
|
|
2024
Q2 | $368K | Sell |
5,777
-166
| -3% | -$10.6K | 0.14% | 90 |
|
|
2024
Q1 | $364K | Sell |
5,943
-300
| -5% | -$18.4K | 0.14% | 94 |
|
|
2023
Q4 | $368K | Hold |
6,243
| – | – | 0.15% | 93 |
|
|
2023
Q3 | $335K | Hold |
6,243
| – | – | 0.15% | 91 |
|
|
2023
Q2 | $376K | Hold |
6,243
| – | – | 0.15% | 91 |
|
|
2023
Q1 | $387K | Sell |
6,243
-82
| -1% | -$5.09K | 0.16% | 91 |
|
|
2022
Q4 | $402K | Buy |
6,325
+614
| +11% | +$39.1K | 0.17% | 92 |
|
|
2022
Q3 | $320K | Sell |
5,711
-140
| -2% | -$7.85K | 0.15% | 99 |
|
|
2022
Q2 | $368K | Sell |
5,851
-40
| -0.7% | -$2.52K | 0.15% | 96 |
|
|
2022
Q1 | $365K | Sell |
5,891
-610
| -9% | -$37.8K | 0.13% | 104 |
|
|
2021
Q4 | $385K | Buy |
6,501
+90
| +1% | +$5.33K | 0.12% | 111 |
|
|
2021
Q3 | $336K | Buy |
6,411
+1,133
| +21% | +$59.4K | 0.11% | 112 |
|
|
2021
Q2 | $286K | Hold |
5,278
| – | – | 0.1% | 119 |
|
|
2021
Q1 | $278K | Sell |
5,278
-370
| -7% | -$19.5K | 0.1% | 116 |
|
|
2020
Q4 | $310K | Sell |
5,648
-235
| -4% | -$12.9K | 0.11% | 104 |
|
|
2020
Q3 | $290K | Buy |
5,883
+200
| +4% | +$9.86K | 0.12% | 101 |
|
|
2020
Q2 | $254K | Sell |
5,683
-300
| -5% | -$13.4K | 0.11% | 105 |
|
|
2020
Q1 | $265K | Sell |
5,983
-833
| -12% | -$36.9K | 0.13% | 97 |
|
|
2019
Q4 | $377K | Hold |
6,816
| – | – | 0.12% | 104 |
|
|
2019
Q3 | $371K | Hold |
6,816
| – | – | 0.12% | 102 |
|
|
2019
Q2 | $347K | Sell |
6,816
-200
| -3% | -$10.2K | 0.13% | 98 |
|
|
2019
Q1 | $329K | Sell |
7,016
-195
| -3% | -$9.14K | 0.13% | 103 |
|
|
2018
Q4 | $341K | Buy |
7,211
+1,769
| +33% | +$83.7K | 0.15% | 104 |
|
|
2018
Q3 | $251K | Hold |
5,442
| – | – | 0.1% | 122 |
|
|
2018
Q2 | $239K | Sell |
5,442
-800
| -13% | -$35.1K | 0.1% | 123 |
|
|
2018
Q1 | $271K | Buy |
6,242
+800
| +15% | +$34.7K | 0.11% | 120 |
|
|
2017
Q4 | $250K | Hold |
5,442
| – | – | 0.1% | 122 |
|
|
2017
Q3 | $245K | Hold |
5,442
| – | – | 0.1% | 124 |
|
|
2017
Q2 | $243K | Hold |
5,442
| – | – | 0.1% | 125 |
|
|
2017
Q1 | $231K | Sell |
5,442
-918
| -14% | -$39K | 0.1% | 125 |
|
|
2016
Q4 | $264K | Buy |
6,360
+218
| +4% | +$9.05K | 0.12% | 116 |
|
|
2016
Q3 | $260K | Hold |
6,142
| – | – | 0.11% | 116 |
|
|
2016
Q2 | $278K | Hold |
6,142
| – | – | 0.12% | 111 |
|
|
2016
Q1 | $281K | Hold |
6,142
| – | – | 0.12% | 107 |
|
|
2015
Q4 | $258K | Hold |
6,142
| – | – | 0.13% | 110 |
|
|
2015
Q3 | $262K | Hold |
6,142
| – | – | 0.12% | 113 |
|
|
2015
Q2 | $241K | Hold |
6,142
| – | – | 0.11% | 116 |
|
|
2015
Q1 | $249K | Buy |
+6,142
| New | +$249K | 0.11% | 109 |
|