Courier Capital’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 | $1.5M | Sell |
21,133
-696
| -3% | -$49.2K | 0.09% | 185 |
|
|
2025
Q1 | $1.56M | Sell |
21,829
-236
| -1% | -$16.9K | 0.1% | 166 |
|
|
2024
Q4 | $1.37M | Sell |
22,065
-461
| -2% | -$28.7K | 0.09% | 173 |
|
|
2024
Q3 | $1.62M | Buy |
22,526
+96
| +0.4% | +$6.9K | 0.11% | 156 |
|
|
2024
Q2 | $1.43M | Sell |
22,430
-699
| -3% | -$44.5K | 0.11% | 143 |
|
|
2024
Q1 | $1.42M | Sell |
23,129
-2,134
| -8% | -$131K | 0.1% | 164 |
|
|
2023
Q4 | $1.49M | Buy |
25,263
+269
| +1% | +$15.9K | 0.11% | 155 |
|
|
2023
Q3 | $1.4M | Buy |
24,994
+43
| +0.2% | +$2.41K | 0.12% | 151 |
|
|
2023
Q2 | $1.5M | Sell |
24,951
-179
| -0.7% | -$10.8K | 0.12% | 147 |
|
|
2023
Q1 | $1.56M | Sell |
25,130
-1,450
| -5% | -$89.9K | 0.17% | 99 |
|
|
2022
Q4 | $1.69M | Buy |
26,580
+17
| +0.1% | +$1.08K | 0.19% | 96 |
|
|
2022
Q3 | $1.49M | Buy |
26,563
+531
| +2% | +$29.7K | 0.18% | 103 |
|
|
2022
Q2 | $1.64M | Buy |
26,032
+8
| +0% | +$503 | 0.19% | 102 |
|
|
2022
Q1 | $1.61M | Hold |
26,024
| – | – | 0.16% | 106 |
|
|
2021
Q4 | $1.54M | Sell |
26,024
-1,283
| -5% | -$76K | 0.14% | 108 |
|
|
2021
Q3 | $1.43M | Buy |
27,307
+1,534
| +6% | +$80.5K | 0.14% | 113 |
|
|
2021
Q2 | $1.4M | Sell |
25,773
-1,856
| -7% | -$100K | 0.13% | 114 |
|
|
2021
Q1 | $1.46M | Sell |
27,629
-3,287
| -11% | -$173K | 0.15% | 110 |
|
|
2020
Q4 | $1.7M | Buy |
30,916
+2,006
| +7% | +$110K | 0.18% | 99 |
|
|
2020
Q3 | $1.43M | Sell |
28,910
-1,677
| -5% | -$83K | 0.17% | 99 |
|
|
2020
Q2 | $1.37M | Buy |
30,587
+419
| +1% | +$18.8K | 0.18% | 98 |
|
|
2020
Q1 | $1.37M | Sell |
30,168
-23,991
| -44% | -$1.09M | 0.2% | 90 |
|
|
2019
Q4 | $3M | Sell |
54,159
-1,594
| -3% | -$88.2K | 0.35% | 66 |
|
|
2019
Q3 | $3M | Sell |
55,753
-1,295
| -2% | -$69.7K | 0.39% | 62 |
|
|
2019
Q2 | $2.91M | Sell |
57,048
-1,664
| -3% | -$84.7K | 0.37% | 59 |
|
|
2019
Q1 | $2.75M | Hold |
58,712
| – | – | 0.36% | 66 |
|
|
2018
Q4 | $2.78M | Sell |
58,712
-3,925
| -6% | -$186K | 0.41% | 62 |
|
|
2018
Q3 | $2.89M | Buy |
62,637
+532
| +0.9% | +$24.6K | 0.35% | 72 |
|
|
2018
Q2 | $2.72M | Buy |
62,105
+2
| +0% | +$88 | 0.35% | 70 |
|
|
2018
Q1 | $2.7M | Sell |
62,103
-192
| -0.3% | -$8.34K | 0.36% | 73 |
|
|
2017
Q4 | $2.86M | Buy |
62,295
+1,503
| +2% | +$69K | 0.37% | 68 |
|
|
2017
Q3 | $2.74M | Buy |
60,792
+28,895
| +91% | +$1.3M | 0.38% | 64 |
|
|
2017
Q2 | $1.43M | Buy |
31,897
+111
| +0.3% | +$4.98K | 0.25% | 80 |
|
|
2017
Q1 | $1.35M | Buy |
31,786
+1,037
| +3% | +$44K | 0.24% | 84 |
|
|
2016
Q4 | $1.28M | Sell |
30,749
-1,672
| -5% | -$69.3K | 0.24% | 83 |
|
|
2016
Q3 | $1.37M | Sell |
32,421
-909
| -3% | -$38.5K | 0.27% | 77 |
|
|
2016
Q2 | $1.51M | Sell |
33,330
-1,944
| -6% | -$88.1K | 0.3% | 72 |
|
|
2016
Q1 | $1.64M | Sell |
35,274
-178
| -0.5% | -$8.26K | 0.34% | 67 |
|
|
2015
Q4 | $1.52M | Sell |
35,452
-2,004
| -5% | -$86.1K | 0.33% | 71 |
|
|
2015
Q3 | $1.5M | Sell |
37,456
-600
| -2% | -$24.1K | 0.33% | 71 |
|
|
2015
Q2 | $1.49M | Sell |
38,056
-4,521
| -11% | -$177K | 0.3% | 75 |
|
|
2015
Q1 | $1.73M | Sell |
42,577
-350
| -0.8% | -$14.2K | 0.34% | 68 |
|
|
2014
Q4 | $1.81M | Sell |
42,927
-2,892
| -6% | -$122K | 0.36% | 66 |
|
|
2014
Q3 | $1.96M | Sell |
45,819
-306
| -0.7% | -$13.1K | 0.4% | 63 |
|
|
2014
Q2 | $1.95M | Buy |
46,125
+315
| +0.7% | +$13.3K | 0.39% | 64 |
|
|
2014
Q1 | $1.77M | Sell |
45,810
-2,205
| -5% | -$85.2K | 0.37% | 70 |
|
|
2013
Q4 | $1.98M | Buy |
48,015
+2,104
| +5% | +$86.9K | 0.42% | 57 |
|
|
2013
Q3 | $1.74M | Buy |
45,911
+3,281
| +8% | +$124K | 0.4% | 61 |
|
|
2013
Q2 | $1.71M | Buy |
+42,630
| New | +$1.71M | 0.43% | 57 |
|