D.B. Root & Company’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 | $1.41M | Sell |
19,872
-886
| -4% | -$62.7K | 0.42% | 39 |
|
|
2025
Q1 | $1.49M | Sell |
20,758
-1,023
| -5% | -$73.3K | 0.48% | 37 |
|
|
2024
Q4 | $1.36M | Sell |
21,781
-574
| -3% | -$35.7K | 0.43% | 42 |
|
|
2024
Q3 | $1.61M | Sell |
22,355
-6,424
| -22% | -$462K | 0.53% | 35 |
|
|
2024
Q2 | $1.83M | Sell |
28,779
-11,195
| -28% | -$713K | 0.63% | 28 |
|
|
2024
Q1 | $2.45M | Buy |
39,974
+1,411
| +4% | +$86.3K | 0.83% | 22 |
|
|
2023
Q4 | $2.27M | Sell |
38,563
-2,627
| -6% | -$155K | 0.82% | 22 |
|
|
2023
Q3 | $2.31M | Buy |
41,190
+7,444
| +22% | +$417K | 0.9% | 20 |
|
|
2023
Q2 | $2.03M | Buy |
33,746
+1,111
| +3% | +$66.9K | 0.77% | 24 |
|
|
2023
Q1 | $2.02M | Buy |
32,635
+868
| +3% | +$53.8K | 0.8% | 23 |
|
|
2022
Q4 | $2.02M | Buy |
31,767
+299
| +1% | +$19K | 0.85% | 24 |
|
|
2022
Q3 | $1.76M | Sell |
31,468
-880
| -3% | -$49.3K | 0.8% | 26 |
|
|
2022
Q2 | $2.04M | Buy |
32,348
+166
| +0.5% | +$10.4K | 0.87% | 23 |
|
|
2022
Q1 | $2M | Sell |
32,182
-664
| -2% | -$41.2K | 0.74% | 25 |
|
|
2021
Q4 | $1.94M | Sell |
32,846
-448
| -1% | -$26.5K | 0.7% | 29 |
|
|
2021
Q3 | $1.75M | Sell |
33,294
-3,368
| -9% | -$177K | 0.68% | 27 |
|
|
2021
Q2 | $1.98M | Sell |
36,662
-634
| -2% | -$34.3K | 0.74% | 25 |
|
|
2021
Q1 | $1.97M | Buy |
37,296
+630
| +2% | +$33.2K | 0.77% | 25 |
|
|
2020
Q4 | $2.01M | Buy |
36,666
+613
| +2% | +$33.6K | 0.8% | 24 |
|
|
2020
Q3 | $1.78M | Buy |
36,053
+552
| +2% | +$27.2K | 0.71% | 25 |
|
|
2020
Q2 | $1.59M | Buy |
35,501
+602
| +2% | +$26.9K | 0.69% | 28 |
|
|
2020
Q1 | $1.54M | Buy |
34,899
+1,557
| +5% | +$68.9K | 0.78% | 26 |
|
|
2019
Q4 | $1.85M | Sell |
33,342
-400
| -1% | -$22.1K | 0.81% | 24 |
|
|
2019
Q3 | $1.84M | Sell |
33,742
-361
| -1% | -$19.6K | 0.86% | 23 |
|
|
2019
Q2 | $1.74M | Sell |
34,103
-1,840
| -5% | -$93.7K | 0.77% | 28 |
|
|
2019
Q1 | $1.68M | Sell |
35,943
-285
| -0.8% | -$13.4K | 0.72% | 32 |
|
|
2018
Q4 | $1.72M | Buy |
36,228
+14,962
| +70% | +$708K | 0.85% | 24 |
|
|
2018
Q3 | $982K | Buy |
21,266
+617
| +3% | +$28.5K | 0.43% | 72 |
|
|
2018
Q2 | $906K | Sell |
20,649
-131
| -0.6% | -$5.75K | 0.43% | 80 |
|
|
2018
Q1 | $902K | Buy |
20,780
+3,359
| +19% | +$146K | 0.48% | 70 |
|
|
2017
Q4 | $799K | Buy |
+17,421
| New | +$799K | 0.68% | 46 |
|