Culbertson A N & Co’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 | $1.23M | Hold |
17,446
| – | – | 0.19% | 87 |
|
|
2025
Q1 | $1.25M | Buy |
17,446
+337
| +2% | +$24.1K | 0.2% | 85 |
|
|
2024
Q4 | $1.07M | Buy |
17,109
+100
| +0.6% | +$6.23K | 0.17% | 90 |
|
|
2024
Q3 | $1.22M | Sell |
17,009
-190
| -1% | -$13.7K | 0.2% | 87 |
|
|
2024
Q2 | $1.09M | Buy |
17,199
+1,090
| +7% | +$69.4K | 0.19% | 85 |
|
|
2024
Q1 | $986K | Buy |
16,109
+1,845
| +13% | +$113K | 0.17% | 87 |
|
|
2023
Q4 | $841K | Buy |
14,264
+380
| +3% | +$22.4K | 0.16% | 88 |
|
|
2023
Q3 | $777K | Buy |
13,884
+100
| +0.7% | +$5.6K | 0.16% | 88 |
|
|
2023
Q2 | $830K | Buy |
13,784
+415
| +3% | +$25K | 0.16% | 89 |
|
|
2023
Q1 | $829K | Buy |
13,369
+30
| +0.2% | +$1.86K | 0.17% | 88 |
|
|
2022
Q4 | $848K | Buy |
13,339
+870
| +7% | +$55.3K | 0.18% | 89 |
|
|
2022
Q3 | $698K | Buy |
12,469
+2,130
| +21% | +$119K | 0.16% | 90 |
|
|
2022
Q2 | $650K | Sell |
10,339
-230
| -2% | -$14.5K | 0.14% | 92 |
|
|
2022
Q1 | $655K | Sell |
10,569
-80
| -0.8% | -$4.96K | 0.12% | 95 |
|
|
2021
Q4 | $630K | Buy |
10,649
+6,146
| +136% | +$364K | 0.12% | 96 |
|
|
2021
Q3 | $236K | Buy |
4,503
+300
| +7% | +$15.7K | 0.05% | 108 |
|
|
2021
Q2 | $227K | Buy |
4,203
+214
| +5% | +$11.6K | 0.05% | 111 |
|
|
2021
Q1 | $210K | Sell |
3,989
-954
| -19% | -$50.2K | 0.05% | 110 |
|
|
2020
Q4 | $271K | Sell |
4,943
-200
| -4% | -$11K | 0.06% | 100 |
|
|
2020
Q3 | $254K | Sell |
5,143
-1,130
| -18% | -$55.8K | 0.07% | 101 |
|
|
2020
Q2 | $280K | Hold |
6,273
| – | – | 0.08% | 100 |
|
|
2020
Q1 | $278K | Sell |
6,273
-200
| -3% | -$8.86K | 0.09% | 99 |
|
|
2019
Q4 | $358K | Hold |
6,473
| – | – | 0.09% | 97 |
|
|
2019
Q3 | $352K | Sell |
6,473
-311
| -5% | -$16.9K | 0.1% | 98 |
|
|
2019
Q2 | $345K | Hold |
6,784
| – | – | 0.1% | 99 |
|
|
2019
Q1 | $318K | Buy |
6,784
+29
| +0.4% | +$1.36K | 0.09% | 101 |
|
|
2018
Q4 | $320K | Sell |
6,755
-757
| -10% | -$35.9K | 0.1% | 100 |
|
|
2018
Q3 | $347K | Buy |
7,512
+1,770
| +31% | +$81.8K | 0.09% | 101 |
|
|
2018
Q2 | $252K | Sell |
5,742
-764
| -12% | -$33.5K | 0.07% | 104 |
|
|
2018
Q1 | $283K | Sell |
6,506
-421
| -6% | -$18.3K | 0.08% | 97 |
|
|
2017
Q4 | $318K | Buy |
6,927
+782
| +13% | +$35.9K | 0.09% | 92 |
|
|
2017
Q3 | $277K | Hold |
6,145
| – | – | 0.08% | 91 |
|
|
2017
Q2 | $276K | Buy |
6,145
+855
| +16% | +$38.4K | 0.09% | 87 |
|
|
2017
Q1 | $225K | Buy |
5,290
+201
| +4% | +$8.55K | 0.07% | 89 |
|
|
2016
Q4 | $211K | Buy |
5,089
+314
| +7% | +$13K | 0.07% | 89 |
|
|
2016
Q3 | $202K | Buy |
+4,775
| New | +$202K | 0.07% | 86 |
|
|
2015
Q1 | – | Sell |
-5,909
| Closed | -$249K | – | 87 |
|
|
2014
Q4 | $249K | Hold |
5,909
| – | – | 0.1% | 80 |
|
|
2014
Q3 | $252K | Sell |
5,909
-1,157
| -16% | -$49.3K | 0.11% | 79 |
|
|
2014
Q2 | $299K | Buy |
7,066
+1,548
| +28% | +$65.5K | 0.13% | 79 |
|
|
2014
Q1 | $213K | Sell |
5,518
-160
| -3% | -$6.18K | 0.1% | 77 |
|
|
2013
Q4 | $235K | Buy |
5,678
+160
| +3% | +$6.62K | 0.11% | 76 |
|
|
2013
Q3 | $209K | Hold |
5,518
| – | – | 0.11% | 75 |
|
|
2013
Q2 | $221K | Buy |
+5,518
| New | +$221K | 0.12% | 73 |
|