Dock Street Asset Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $13.2M | Sell |
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|
2023
Q1 | $13.8M | Sell |
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|
2022
Q4 | $16.4M | Sell |
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|
2022
Q3 | $14.7M | Buy |
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|
2022
Q2 | $16.4M | Buy |
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|
2022
Q1 | $16M | Buy |
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|
2021
Q4 | $14.8M | Buy |
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|
2021
Q3 | $12.1M | Buy |
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|
2021
Q2 | $12.2M | Buy |
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|
2021
Q1 | $11.6M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $240K | Sell |
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|
2018
Q4 | $262K | Hold |
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|
2018
Q3 | $256K | Hold |
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|
2018
Q2 | $243K | Hold |
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|
2018
Q1 | $240K | Hold |
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|
2017
Q4 | $254K | Sell |
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|
2017
Q3 | $369K | Sell |
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|
2017
Q2 | $376K | Hold |
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|
2017
Q1 | $356K | Hold |
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|
2016
Q4 | $348K | Sell |
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|
2016
Q3 | $360K | Hold |
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|
2016
Q2 | $386K | Hold |
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|
2016
Q1 | $395K | Hold |
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|
2015
Q4 | $366K | Hold |
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|
2015
Q3 | $341K | Sell |
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|
2015
Q2 | $335K | Sell |
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|
2015
Q1 | $496K | Sell |
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|
2014
Q4 | $571K | Hold |
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|
2014
Q3 | $577K | Hold |
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|
2014
Q2 | $573K | Hold |
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|
2014
Q1 | $523K | Sell |
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|
2013
Q4 | $567K | Hold |
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|
2013
Q3 | $520K | Hold |
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|
2013
Q2 | $551K | Buy |
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