Everett Harris & Co’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.65M | Sell |
100,578
-3,284
| -3% | -$248K | 0.1% | 62 |
|
|
2025
Q4 | $7.26M | Sell |
103,862
-2,566
| -2% | -$179K | 0.09% | 63 |
|
|
2025
Q3 | $7.06M | Sell |
106,428
-3,780
| -3% | -$260K | 0.09% | 64 |
|
|
2025
Q2 | $7.8M | Buy |
110,208
+430
| +0.4% | +$30.6K | 0.1% | 58 |
|
|
2025
Q1 | $7.86M | Sell |
109,778
-691
| -0.6% | -$46.1K | 0.1% | 57 |
|
|
2024
Q4 | $6.88M | Buy |
110,469
+1,861
| +2% | +$121K | 0.09% | 63 |
|
|
2024
Q3 | $7.8M | Sell |
108,608
-4,275
| -4% | -$293K | 0.1% | 60 |
|
|
2024
Q2 | $7.19M | Sell |
112,883
-4,594
| -4% | -$284K | 0.09% | 61 |
|
|
2024
Q1 | $7.19M | Sell |
117,477
-4,630
| -4% | -$278K | 0.1% | 61 |
|
|
2023
Q4 | $7.2M | Sell |
122,107
-130
| -0.1% | -$7.38K | 0.1% | 60 |
|
|
2023
Q3 | $6.84M | Sell |
122,237
-995
| -0.8% | -$59.7K | 0.11% | 57 |
|
|
2023
Q2 | $7.42M | Sell |
123,232
-138
| -0.1% | -$8.59K | 0.11% | 55 |
|
|
2023
Q1 | $7.65M | Sell |
123,370
-500
| -0.4% | -$30.3K | 0.12% | 58 |
|
|
2022
Q4 | $7.88M | Sell |
123,870
-1,757
| -1% | -$106K | 0.14% | 57 |
|
|
2022
Q3 | $7.04M | Sell |
125,627
-700
| -0.6% | -$43.5K | 0.13% | 55 |
|
|
2022
Q2 | $7.95M | Sell |
126,327
-7,057
| -5% | -$447K | 0.14% | 56 |
|
|
2022
Q1 | $8.27M | Sell |
133,384
-1,798
| -1% | -$109K | 0.12% | 61 |
|
|
2021
Q4 | $8M | Sell |
135,182
-868
| -0.6% | -$48.3K | 0.11% | 64 |
|
|
2021
Q3 | $7.14M | Sell |
136,050
-2,595
| -2% | -$145K | 0.11% | 62 |
|
|
2021
Q2 | $7.5M | Sell |
138,645
-3,773
| -3% | -$205K | 0.12% | 58 |
|
|
2021
Q1 | $7.51M | Sell |
142,418
-8,750
| -6% | -$440K | 0.13% | 57 |
|
|
2020
Q4 | $8.29M | Buy |
151,168
+3,150
| +2% | +$163K | 0.15% | 56 |
|
|
2020
Q3 | $7.31M | Buy |
148,018
+1,740
| +1% | +$83.7K | 0.14% | 58 |
|
|
2020
Q2 | $6.54M | Sell |
146,278
-1,313
| -0.9% | -$60.5K | 0.14% | 55 |
|
|
2020
Q1 | $6.53M | Buy |
147,591
+4,618
| +3% | +$249K | 0.17% | 55 |
|
|
2019
Q4 | $7.91M | Sell |
142,973
-706
| -0.5% | -$38K | 0.18% | 55 |
|
|
2019
Q3 | $7.82M | Sell |
143,679
-3,933
| -3% | -$211K | 0.19% | 54 |
|
|
2019
Q2 | $7.52M | Sell |
147,612
-1,194
| -0.8% | -$58.5K | 0.19% | 54 |
|
|
2019
Q1 | $6.97M | Sell |
148,806
-6,339
| -4% | -$296K | 0.18% | 52 |
|
|
2018
Q4 | $7.35M | Sell |
155,145
-5,004
| -3% | -$240K | 0.21% | 51 |
|
|
2018
Q3 | $7.4M | Sell |
160,149
-12,444
| -7% | -$569K | 0.19% | 54 |
|
|
2018
Q2 | $7.57M | Sell |
172,593
-8,732
| -5% | -$377K | 0.21% | 51 |
|
|
2018
Q1 | $7.88M | Sell |
181,325
-6,115
| -3% | -$275K | 0.22% | 50 |
|
|
2017
Q4 | $8.6M | Sell |
187,440
-2,082
| -1% | -$95.7K | 0.24% | 48 |
|
|
2017
Q3 | $8.53M | Sell |
189,522
-12,639
| -6% | -$575K | 0.26% | 47 |
|
|
2017
Q2 | $9.07M | Sell |
202,161
-9,797
| -5% | -$433K | 0.28% | 47 |
|
|
2017
Q1 | $9M | Sell |
211,958
-11,912
| -5% | -$497K | 0.29% | 48 |
|
|
2016
Q4 | $9.28M | Sell |
223,870
-38,904
| -15% | -$1.62M | 0.33% | 47 |
|
|
2016
Q3 | $11.1M | Sell |
262,774
-7,191
| -3% | -$315K | 0.39% | 45 |
|
|
2016
Q2 | $12.2M | Sell |
269,965
-10,959
| -4% | -$495K | 0.44% | 43 |
|
|
2016
Q1 | $13M | Sell |
280,924
-33,350
| -11% | -$1.45M | 0.47% | 41 |
|
|
2015
Q4 | $13.5M | Sell |
314,274
-6,980
| -2% | -$296K | 0.47% | 41 |
|
|
2015
Q3 | $12.9M | Sell |
321,254
-29,684
| -8% | -$1.19M | 0.47% | 42 |
|
|
2015
Q2 | $13.8M | Sell |
350,938
-13,951
| -4% | -$567K | 0.48% | 39 |
|
|
2015
Q1 | $14.8M | Sell |
364,889
-4,744
| -1% | -$198K | 0.51% | 38 |
|
|
2014
Q4 | $15.6M | Sell |
369,633
-21,204
| -5% | -$906K | 0.53% | 38 |
|
|
2014
Q3 | $16.7M | Sell |
390,837
-3,489
| -0.9% | -$144K | 0.6% | 37 |
|
|
2014
Q2 | $16.7M | Sell |
394,326
-1,698
| -0.4% | -$68.9K | 0.62% | 37 |
|
|
2014
Q1 | $15.3M | Buy |
396,024
+2,989
| +0.8% | +$115K | 0.57% | 39 |
|
|
2013
Q4 | $16.2M | Buy |
393,035
+5,040
| +1% | +$199K | 0.61% | 38 |
|
|
2013
Q3 | $14.7M | Buy |
387,995
+49,790
| +15% | +$1.97M | 0.6% | 38 |
|
|
2013
Q2 | $13.6M | Buy |
+338,205
| New | +$14M | 0.57% | 41 |
|
Other funds holding KO
VCM
VPM
