Deseret Mutual Benefit Administrators’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 | $1.42M | Hold |
20,099
| – | – | 0.67% | 25 |
|
|
2025
Q1 | $1.44M | Buy |
20,099
+143
| +0.7% | +$10.2K | 0.71% | 21 |
|
|
2024
Q4 | $1.24M | Sell |
19,956
-400
| -2% | -$24.9K | 0.61% | 26 |
|
|
2024
Q3 | $1.46M | Sell |
20,356
-1,551
| -7% | -$111K | 0.74% | 24 |
|
|
2024
Q2 | $1.39M | Buy |
21,907
+1,062
| +5% | +$67.6K | 0.65% | 26 |
|
|
2024
Q1 | $1.28M | Buy |
20,845
+2,016
| +11% | +$123K | 0.64% | 27 |
|
|
2023
Q4 | $1.11M | Sell |
18,829
-7,993
| -30% | -$471K | 0.64% | 26 |
|
|
2023
Q3 | $1.5M | Sell |
26,822
-5,176
| -16% | -$290K | 0.74% | 22 |
|
|
2023
Q2 | $1.93M | Sell |
31,998
-3,083
| -9% | -$186K | 0.75% | 18 |
|
|
2023
Q1 | $2.18M | Sell |
35,081
-1,900
| -5% | -$118K | 0.86% | 13 |
|
|
2022
Q4 | $2.35M | Sell |
36,981
-26,747
| -42% | -$1.7M | 0.97% | 12 |
|
|
2022
Q3 | $3.57M | Sell |
63,728
-12,523
| -16% | -$702K | 1.01% | 11 |
|
|
2022
Q2 | $4.8M | Buy |
76,251
+3,838
| +5% | +$241K | 1.08% | 11 |
|
|
2022
Q1 | $4.49M | Sell |
72,413
-13,255
| -15% | -$822K | 0.9% | 13 |
|
|
2021
Q4 | $5.07M | Buy |
85,668
+297
| +0.3% | +$17.6K | 0.85% | 16 |
|
|
2021
Q3 | $4.48M | Buy |
85,371
+69,517
| +438% | +$3.65M | 0.82% | 16 |
|
|
2021
Q2 | $858K | Buy |
+15,854
| New | +$858K | 0.21% | 50 |
|