Exeter Financial’s Coca-Cola KO Stock Holding History

Exeter Financial’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.89M	Sell	26,710 -661	-2%	-$46.8K	0.84%	46
2025 Q1	$1.96M	Buy	27,371 +710	+3%	+$50.9K	0.88%	44
2024 Q4	$1.66M	Sell	26,661 -1,602	-6%	-$99.7K	0.76%	46
2024 Q3	$2.03M	Buy	28,263 +178	+0.6%	+$12.8K	0.9%	42
2024 Q2	$1.79M	Buy	28,085 +486	+2%	+$30.9K	0.85%	44
2024 Q1	$1.64M	Buy	27,599 +927	+3%	+$55K	0.75%	46
2023 Q4	$1.6M	Buy	26,672 +1,500	+6%	+$90K	0.78%	47
2023 Q3	$1.41M	Buy	25,172 +665	+3%	+$37.2K	0.74%	47
2023 Q2	$1.46M	Sell	24,507 -7,158	-23%	-$426K	0.75%	46
2023 Q1	$1.99M	Sell	31,665 -740	-2%	-$46.4K	0.99%	42
2022 Q4	$2.06M	Sell	32,405 -192	-0.6%	-$12.2K	1.07%	41
2022 Q3	$1.83M	Buy	32,597 +310	+1%	+$17.4K	1.06%	37
2022 Q2	$2.03M	Sell	32,287 -920	-3%	-$57.9K	1.13%	36
2022 Q1	$2.06M	Buy	33,207 +333	+1%	+$20.6K	1.12%	38
2021 Q4	$1.99M	Buy	32,874 +702	+2%	+$42.4K	1.09%	36
2021 Q3	$1.69M	Buy	32,172 +512	+2%	+$26.9K	1.01%	39
2021 Q2	$1.72M	Buy	31,660 +1,728	+6%	+$93.6K	0.99%	39
2021 Q1	$1.58M	Buy	29,932 +1,066	+4%	+$56.2K	1%	40
2020 Q4	$1.58M	Buy	28,866 +883	+3%	+$48.4K	1.1%	36
2020 Q3	$1.38M	Buy	27,983 +135	+0.5%	+$6.67K	1.08%	35
2020 Q2	$1.24M	Sell	27,848 -316	-1%	-$14.1K	1.03%	39
2020 Q1	$1.25M	Sell	28,164 -165	-0.6%	-$7.3K	1.17%	34
2019 Q4	$1.57M	Buy	28,329 +40	+0.1%	+$2.21K	1.22%	34
2019 Q3	$1.54M	Sell	28,289 -3,833	-12%	-$209K	1.23%	36
2019 Q2	$1.64M	Buy	32,122 +114	+0.4%	+$5.81K	1.37%	27
2019 Q1	$1.5M	Buy	32,008 +117	+0.4%	+$5.48K	1.3%	31
2018 Q4	$1.51M	Buy	31,891 +95	+0.3%	+$4.5K	1.42%	26
2018 Q3	$1.47M	Buy	31,796 +561	+2%	+$25.9K	1.21%	32
2018 Q2	$1.37M	Sell	31,235 -862	-3%	-$37.8K	1.21%	32
2018 Q1	$1.39M	Buy	32,097 +678	+2%	+$29.4K	1.2%	32
2017 Q4	$1.44M	Buy	+31,419	New	+$1.44M	1.26%	28