Essex Investment 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 | $596K | Hold |
|
|||||
|
2025
Q1 | $603K | Buy |
|
|||||
|
2024
Q4 | $523K | Sell |
|
|||||
|
2024
Q3 | $611K | Hold |
|
|||||
|
2024
Q2 | $541K | Sell |
|
|||||
|
2024
Q1 | $748K | Sell |
|
|||||
|
2023
Q4 | $721K | Sell |
|
|||||
|
2023
Q3 | $710K | Sell |
|
|||||
|
2023
Q2 | $765K | Hold |
|
|||||
|
2023
Q1 | $788K | Sell |
|
|||||
|
2022
Q4 | $814K | Sell |
|
|||||
|
2022
Q3 | $732K | Sell |
|
|||||
|
2022
Q2 | $846K | Sell |
|
|||||
|
2022
Q1 | $848K | Hold |
|
|||||
|
2021
Q4 | $810K | Sell |
|
|||||
|
2021
Q3 | $722K | Buy |
|
|||||
|
2021
Q2 | $732K | Sell |
|
|||||
|
2021
Q1 | $2.33M | Sell |
|
|||||
|
2020
Q4 | $2.55M | Sell |
|
|||||
|
2020
Q3 | $2.32M | Sell |
|
|||||
|
2020
Q2 | $2.26M | Sell |
|
|||||
|
2020
Q1 | $2.52M | Sell |
|
|||||
|
2019
Q4 | $8.04M | Sell |
|
|||||
|
2019
Q3 | $8.23M | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $1.91M | Sell |
|
|||||
|
2014
Q2 | $2.85M | Sell |
|
|||||
|
2014
Q1 | $2.6M | Sell |
|
|||||
|
2013
Q4 | $2.85M | Sell |
|
|||||
|
2013
Q3 | $2.61M | Sell |
|
|||||
|
2013
Q2 | $3.34M | Buy |
|