Farmers & Merchants Trust Company’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 | $908K | Buy |
12,838
+1,890
| +17% | +$134K | 0.19% | 91 |
|
|
2025
Q1 | $784K | Buy |
10,948
+447
| +4% | +$32K | 0.2% | 88 |
|
|
2024
Q4 | $654K | Sell |
10,501
-620
| -6% | -$38.6K | 0.16% | 95 |
|
|
2024
Q3 | $799K | Sell |
11,121
-213
| -2% | -$15.3K | 0.2% | 83 |
|
|
2024
Q2 | $721K | Buy |
11,334
+202
| +2% | +$12.9K | 0.19% | 90 |
|
|
2024
Q1 | $681K | Buy |
11,132
+395
| +4% | +$24.2K | 0.17% | 101 |
|
|
2023
Q4 | $633K | Sell |
10,737
-131
| -1% | -$7.72K | 0.17% | 98 |
|
|
2023
Q3 | $608K | Buy |
10,868
+505
| +5% | +$28.3K | 0.18% | 92 |
|
|
2023
Q2 | $624K | Buy |
10,363
+2,161
| +26% | +$130K | 0.17% | 96 |
|
|
2023
Q1 | $509K | Sell |
8,202
-262
| -3% | -$16.3K | 0.14% | 103 |
|
|
2022
Q4 | $538K | Buy |
8,464
+30
| +0.4% | +$1.91K | 0.15% | 101 |
|
|
2022
Q3 | $472K | Buy |
8,434
+31
| +0.4% | +$1.74K | 0.15% | 101 |
|
|
2022
Q2 | $529K | Sell |
8,403
-1,436
| -15% | -$90.4K | 0.16% | 94 |
|
|
2022
Q1 | $610K | Buy |
9,839
+30
| +0.3% | +$1.86K | 0.16% | 94 |
|
|
2021
Q4 | $580K | Hold |
9,809
| – | – | 0.14% | 99 |
|
|
2021
Q3 | $515K | Buy |
9,809
+800
| +9% | +$42K | 0.14% | 101 |
|
|
2021
Q2 | $487K | Sell |
9,009
-65
| -0.7% | -$3.51K | 0.13% | 104 |
|
|
2021
Q1 | $478K | Hold |
9,074
| – | – | 0.16% | 93 |
|
|
2020
Q4 | $498K | Buy |
9,074
+125
| +1% | +$6.86K | 0.18% | 88 |
|
|
2020
Q3 | $441K | Buy |
8,949
+2,413
| +37% | +$119K | 0.18% | 89 |
|
|
2020
Q2 | $292K | Buy |
6,536
+280
| +4% | +$12.5K | 0.13% | 106 |
|
|
2020
Q1 | $277K | Buy |
6,256
+520
| +9% | +$23K | 0.15% | 101 |
|
|
2019
Q4 | $317K | Hold |
5,736
| – | – | 0.13% | 113 |
|
|
2019
Q3 | $312K | Hold |
5,736
| – | – | 0.14% | 117 |
|
|
2019
Q2 | $292K | Hold |
5,736
| – | – | 0.13% | 117 |
|
|
2019
Q1 | $269K | Sell |
5,736
-532
| -8% | -$24.9K | 0.12% | 123 |
|
|
2018
Q4 | $297K | Buy |
+6,268
| New | +$297K | 0.15% | 106 |
|