Congress Asset Management’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
Q3 | $1.04M | Sell |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $344K | Sell |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $242K | Buy |
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|
2021
Q1 | $232K | Sell |
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $321K | Sell |
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|
2020
Q1 | $322K | Sell |
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|
2019
Q4 | $433K | Sell |
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|
2019
Q3 | $428K | Sell |
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|
2019
Q2 | $447K | Sell |
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|
2019
Q1 | $428K | Sell |
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|
2018
Q4 | $444K | Sell |
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|
2018
Q3 | $451K | Buy |
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|
2018
Q2 | $410K | Sell |
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|
2018
Q1 | $491K | Sell |
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|
2017
Q4 | $673K | Sell |
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|
2017
Q3 | $717K | Sell |
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|
2017
Q2 | $776K | Sell |
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|
2017
Q1 | $4.73M | Buy |
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|
2016
Q4 | $4.44M | Buy |
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|
2016
Q3 | $4.36M | Buy |
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|
2016
Q2 | $4.12M | Buy |
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|
2016
Q1 | $4.14M | Buy |
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|
2015
Q4 | $3.78M | Buy |
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|
2015
Q3 | $3.43M | Buy |
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|
2015
Q2 | $3.17M | Buy |
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|
2015
Q1 | $3.13M | Buy |
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|
2014
Q4 | $3.08M | Buy |
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|
2014
Q3 | $2.88M | Sell |
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|
2014
Q2 | $2.98M | Sell |
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|
2014
Q1 | $3.06M | Sell |
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|
2013
Q4 | $6.07M | Sell |
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|
2013
Q3 | $6.37M | Sell |
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|
2013
Q2 | $63.8M | Buy |
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