Court Place 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 | $1.19M | Sell |
16,797
-8
| -0% | -$566 | 0.37% | 59 |
|
|
2025
Q1 | $1.2M | Sell |
16,805
-633
| -4% | -$45.3K | 0.4% | 56 |
|
|
2024
Q4 | $1.09M | Sell |
17,438
-1,256
| -7% | -$78.2K | 0.35% | 60 |
|
|
2024
Q3 | $1.34M | Sell |
18,694
-3,198
| -15% | -$230K | 0.39% | 57 |
|
|
2024
Q2 | $1.39M | Sell |
21,892
-1,458
| -6% | -$92.8K | 0.44% | 53 |
|
|
2024
Q1 | $1.43M | Sell |
23,350
-1,100
| -4% | -$67.3K | 0.46% | 51 |
|
|
2023
Q4 | $1.44M | Sell |
24,450
-295
| -1% | -$17.4K | 0.47% | 52 |
|
|
2023
Q3 | $1.39M | Sell |
24,745
-497
| -2% | -$27.8K | 0.49% | 54 |
|
|
2023
Q2 | $1.52M | Sell |
25,242
-1,798
| -7% | -$108K | 0.53% | 48 |
|
|
2023
Q1 | $1.68M | Buy |
27,040
+125
| +0.5% | +$7.75K | 0.61% | 43 |
|
|
2022
Q4 | $1.71M | Sell |
26,915
-113
| -0.4% | -$7.19K | 0.62% | 42 |
|
|
2022
Q3 | $1.51M | Sell |
27,028
-272
| -1% | -$15.2K | 0.61% | 43 |
|
|
2022
Q2 | $1.72M | Buy |
27,300
+182
| +0.7% | +$11.4K | 0.65% | 39 |
|
|
2022
Q1 | $1.68M | Hold |
27,118
| – | – | 0.54% | 51 |
|
|
2021
Q4 | $1.61M | Sell |
27,118
-896
| -3% | -$53.1K | 0.44% | 61 |
|
|
2021
Q3 | $1.47M | Sell |
28,014
-698
| -2% | -$36.6K | 0.43% | 62 |
|
|
2021
Q2 | $1.55M | Sell |
28,712
-548
| -2% | -$29.7K | 0.45% | 60 |
|
|
2021
Q1 | $1.54M | Buy |
29,260
+217
| +0.7% | +$11.4K | 0.48% | 60 |
|
|
2020
Q4 | $1.59M | Sell |
29,043
-96
| -0.3% | -$5.27K | 0.53% | 52 |
|
|
2020
Q3 | $1.44M | Buy |
29,139
+1,013
| +4% | +$50K | 0.54% | 51 |
|
|
2020
Q2 | $1.26M | Buy |
28,126
+3
| +0% | +$134 | 0.49% | 55 |
|
|
2020
Q1 | $1.24M | Buy |
28,123
+4,125
| +17% | +$182K | 0.56% | 46 |
|
|
2019
Q4 | $1.33M | Sell |
23,998
-197
| -0.8% | -$10.9K | 0.48% | 54 |
|
|
2019
Q3 | $1.32M | Sell |
24,195
-467
| -2% | -$25.4K | 0.51% | 53 |
|
|
2019
Q2 | $1.26M | Sell |
24,662
-1,317
| -5% | -$67.1K | 0.49% | 51 |
|
|
2019
Q1 | $1.22M | Buy |
25,979
+471
| +2% | +$22.1K | 0.49% | 52 |
|
|
2018
Q4 | $1.21M | Sell |
25,508
-56
| -0.2% | -$2.65K | 0.55% | 49 |
|
|
2018
Q3 | $1.18M | Sell |
25,564
-98
| -0.4% | -$4.53K | 0.45% | 57 |
|
|
2018
Q2 | $1.13M | Sell |
25,662
-1,647
| -6% | -$72.3K | 0.47% | 54 |
|
|
2018
Q1 | $1.19M | Buy |
27,309
+2,220
| +9% | +$96.4K | 0.5% | 55 |
|
|
2017
Q4 | $1.15M | Buy |
25,089
+154
| +0.6% | +$7.07K | 0.48% | 57 |
|
|
2017
Q3 | $1.12M | Sell |
24,935
-598
| -2% | -$26.9K | 0.5% | 53 |
|
|
2017
Q2 | $1.15M | Sell |
25,533
-898
| -3% | -$40.3K | 0.54% | 51 |
|
|
2017
Q1 | $1.12M | Buy |
26,431
+498
| +2% | +$21.1K | 0.55% | 54 |
|
|
2016
Q4 | $1.08M | Buy |
25,933
+1,673
| +7% | +$69.4K | 0.56% | 53 |
|
|
2016
Q3 | $1.03M | Sell |
24,260
-398
| -2% | -$16.8K | 0.57% | 50 |
|
|
2016
Q2 | $1.12M | Buy |
24,658
+2
| +0% | +$91 | 0.65% | 42 |
|
|
2016
Q1 | $1.14M | Buy |
24,656
+125
| +0.5% | +$5.8K | 0.71% | 39 |
|
|
2015
Q4 | $1.05M | Buy |
24,531
+63
| +0.3% | +$2.71K | 0.68% | 43 |
|
|
2015
Q3 | $982K | Buy |
24,468
+377
| +2% | +$15.1K | 0.68% | 43 |
|
|
2015
Q2 | $945K | Buy |
24,091
+1,302
| +6% | +$51.1K | 0.6% | 47 |
|
|
2015
Q1 | $924K | Sell |
22,789
-200
| -0.9% | -$8.11K | 0.59% | 48 |
|
|
2014
Q4 | $971K | Sell |
22,989
-778
| -3% | -$32.9K | 0.63% | 46 |
|
|
2014
Q3 | $1.01M | Sell |
23,767
-299
| -1% | -$12.8K | 0.69% | 45 |
|
|
2014
Q2 | $1.02M | Buy |
24,066
+952
| +4% | +$40.3K | 0.71% | 44 |
|
|
2014
Q1 | $894K | Buy |
23,114
+450
| +2% | +$17.4K | 0.65% | 46 |
|
|
2013
Q4 | $936K | Buy |
+22,664
| New | +$936K | 0.72% | 44 |
|