Evercore Wealth Management’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 | $10.2M | Sell |
143,676
-1,122
| -0.8% | -$79.4K | 0.16% | 68 |
|
|
2025
Q1 | $10.4M | Sell |
144,798
-977
| -0.7% | -$70K | 0.17% | 65 |
|
|
2024
Q4 | $9.08M | Sell |
145,775
-22,522
| -13% | -$1.4M | 0.14% | 78 |
|
|
2024
Q3 | $12.1M | Sell |
168,297
-18,913
| -10% | -$1.36M | 0.18% | 56 |
|
|
2024
Q2 | $11.9M | Buy |
187,210
+654
| +0.4% | +$41.6K | 0.19% | 60 |
|
|
2024
Q1 | $11.4M | Buy |
186,556
+252
| +0.1% | +$15.4K | 0.18% | 62 |
|
|
2023
Q4 | $11M | Buy |
186,304
+5,675
| +3% | +$334K | 0.18% | 62 |
|
|
2023
Q3 | $10.1M | Buy |
180,629
+36,645
| +25% | +$2.05M | 0.19% | 63 |
|
|
2023
Q2 | $8.67M | Buy |
143,984
+26,579
| +23% | +$1.6M | 0.16% | 72 |
|
|
2023
Q1 | $7.28M | Buy |
117,405
+15,305
| +15% | +$949K | 0.15% | 73 |
|
|
2022
Q4 | $6.49M | Buy |
102,100
+514
| +0.5% | +$32.7K | 0.14% | 81 |
|
|
2022
Q3 | $5.69M | Sell |
101,586
-476
| -0.5% | -$26.7K | 0.13% | 80 |
|
|
2022
Q2 | $6.42M | Sell |
102,062
-3,550
| -3% | -$223K | 0.14% | 78 |
|
|
2022
Q1 | $6.55M | Sell |
105,612
-2,720
| -3% | -$169K | 0.12% | 84 |
|
|
2021
Q4 | $6.41M | Buy |
108,332
+3,209
| +3% | +$190K | 0.1% | 92 |
|
|
2021
Q3 | $5.52M | Sell |
105,123
-4,013
| -4% | -$211K | 0.1% | 97 |
|
|
2021
Q2 | $5.91M | Sell |
109,136
-4,570
| -4% | -$247K | 0.11% | 96 |
|
|
2021
Q1 | $5.99M | Sell |
113,706
-2,097
| -2% | -$111K | 0.12% | 94 |
|
|
2020
Q4 | $6.35M | Buy |
115,803
+2,272
| +2% | +$125K | 0.14% | 85 |
|
|
2020
Q3 | $5.61M | Sell |
113,531
-2,858
| -2% | -$141K | 0.14% | 83 |
|
|
2020
Q2 | $5.2M | Sell |
116,389
-2,160
| -2% | -$96.5K | 0.14% | 83 |
|
|
2020
Q1 | $5.25M | Buy |
118,549
+5,332
| +5% | +$236K | 0.17% | 75 |
|
|
2019
Q4 | $6.27M | Sell |
113,217
-2,028
| -2% | -$112K | 0.17% | 77 |
|
|
2019
Q3 | $6.27M | Sell |
115,245
-7,920
| -6% | -$431K | 0.18% | 75 |
|
|
2019
Q2 | $6.27M | Buy |
123,165
+12,257
| +11% | +$624K | 0.19% | 75 |
|
|
2019
Q1 | $5.2M | Buy |
110,908
+7,750
| +8% | +$363K | 0.17% | 88 |
|
|
2018
Q4 | $4.88M | Sell |
103,158
-411
| -0.4% | -$19.5K | 0.18% | 85 |
|
|
2018
Q3 | $4.78M | Buy |
103,569
+327
| +0.3% | +$15.1K | 0.15% | 89 |
|
|
2018
Q2 | $4.53M | Buy |
103,242
+9,901
| +11% | +$434K | 0.15% | 92 |
|
|
2018
Q1 | $4.05M | Sell |
93,341
-883
| -0.9% | -$38.4K | 0.15% | 91 |
|
|
2017
Q4 | $4.32M | Sell |
94,224
-460
| -0.5% | -$21.1K | 0.16% | 88 |
|
|
2017
Q3 | $4.26M | Sell |
94,684
-5,721
| -6% | -$258K | 0.17% | 87 |
|
|
2017
Q2 | $4.5M | Sell |
100,405
-12,573
| -11% | -$564K | 0.17% | 89 |
|
|
2017
Q1 | $4.8M | Buy |
112,978
+438
| +0.4% | +$18.6K | 0.19% | 89 |
|
|
2016
Q4 | $4.67M | Sell |
112,540
-9,580
| -8% | -$397K | 0.19% | 88 |
|
|
2016
Q3 | $5.17M | Buy |
122,120
+24,480
| +25% | +$1.04M | 0.21% | 85 |
|
|
2016
Q2 | $4.43M | Sell |
97,640
-6,050
| -6% | -$274K | 0.2% | 92 |
|
|
2016
Q1 | $4.81M | Buy |
103,690
+3,561
| +4% | +$165K | 0.21% | 89 |
|
|
2015
Q4 | $4.3M | Sell |
100,129
-4,732
| -5% | -$203K | 0.2% | 92 |
|
|
2015
Q3 | $4.21M | Buy |
104,861
+12,504
| +14% | +$501K | 0.2% | 95 |
|
|
2015
Q2 | $3.62M | Sell |
92,357
-1,779
| -2% | -$69.8K | 0.16% | 109 |
|
|
2015
Q1 | $3.81M | Buy |
94,136
+686
| +0.7% | +$27.8K | 0.18% | 108 |
|
|
2014
Q4 | $3.94M | Sell |
93,450
-171
| -0.2% | -$7.21K | 0.2% | 97 |
|
|
2014
Q3 | $4M | Sell |
93,621
-4,095
| -4% | -$175K | 0.2% | 103 |
|
|
2014
Q2 | $4.14M | Sell |
97,716
-9,779
| -9% | -$414K | 0.21% | 100 |
|
|
2014
Q1 | $4.16M | Sell |
107,495
-47,403
| -31% | -$1.83M | 0.23% | 95 |
|
|
2013
Q4 | $6.4M | Buy |
154,898
+19,619
| +15% | +$811K | 0.35% | 79 |
|
|
2013
Q3 | $5.13M | Sell |
135,279
-36,586
| -21% | -$1.39M | 0.29% | 92 |
|
|
2013
Q2 | $6.89M | Buy |
+171,865
| New | +$6.89M | 0.39% | 76 |
|