Elm Advisors’s Coca-Cola KO Stock Holding History

Elm Advisors’s Portfolio KO Stock Details KO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$573K	Sell
2021 Q3	$518K	Sell
2021 Q2	$567K	Sell
2021 Q1	$581K	Sell
2020 Q4	$621K	Sell
2020 Q3	$569K	Sell
2020 Q2	$542K	Sell
2020 Q1	$579K	Hold
2019 Q4	$724K	Hold
2019 Q3	$712K	Hold
2019 Q2	$666K	Sell
2019 Q1	$627K	Hold
2018 Q4	$634K	Hold
2018 Q3	$618K	Buy
2018 Q2	$553K	Sell
2018 Q1	$567K	Hold
2017 Q4	$599K	Hold
2017 Q3	$588K	Sell
2017 Q2	$600K	Hold
2017 Q1	$567K	Buy
2016 Q4	$517K	Hold
2016 Q3	$528K	Sell
2016 Q2	$612K	Hold
2016 Q1	$626K	Sell
2015 Q4	$590K	Sell
2015 Q3	$556K	Sell
2015 Q2	$562K	Sell
2015 Q1	$591K	Sell
2014 Q4	$624K	Sell
2014 Q3	$639K	Sell
2014 Q2	$645K	Hold
2014 Q1	$589K	Sell
2013 Q4	$636K	Buy