Doheny 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Hold |
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|
2025
Q1 | $412K | Hold |
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|
2024
Q4 | $358K | Hold |
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|
2024
Q3 | $414K | Hold |
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|
2024
Q2 | $366K | Hold |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $434K | Hold |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $444K | Hold |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q1 | $463K | Hold |
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|
2021
Q4 | $442K | Sell |
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|
2021
Q3 | $434K | Hold |
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|
2021
Q2 | $448K | Hold |
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|
2021
Q1 | $436K | Buy |
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|
2020
Q4 | $430K | Hold |
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|
2020
Q3 | $388K | Hold |
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|
2020
Q2 | $351K | Hold |
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|
2020
Q1 | $434K | Hold |
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|
2019
Q4 | $434K | Hold |
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|
2019
Q3 | $427K | Hold |
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|
2019
Q2 | $400K | Sell |
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|
2019
Q1 | $373K | Hold |
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|
2018
Q4 | $377K | Hold |
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|
2018
Q3 | $367K | Hold |
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|
2018
Q2 | $349K | Hold |
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|
2018
Q1 | $345K | Sell |
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|
2017
Q4 | $374K | Sell |
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|
2017
Q3 | $547K | Sell |
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|
2017
Q2 | $552K | Sell |
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|
2017
Q1 | $646K | Sell |
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|
2016
Q4 | $662K | Sell |
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|
2016
Q3 | $699K | Hold |
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|
2016
Q2 | $749K | Sell |
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|
2016
Q1 | $785K | Sell |
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|
2015
Q4 | $738K | Sell |
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|
2015
Q3 | $690K | Sell |
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|
2015
Q2 | $691K | Hold |
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|
2015
Q1 | $714K | Hold |
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|
2014
Q4 | $744K | Buy |
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|
2014
Q3 | $739K | Sell |
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|
2014
Q2 | $736K | Sell |
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|
2014
Q1 | $786K | Sell |
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|
2013
Q4 | $886K | Sell |
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|
2013
Q3 | $869K | Sell |
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|
2013
Q2 | $1.15M | Buy |
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