Gemmer Asset 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
Q3 | $242K | Buy |
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|
2025
Q2 | $253K | Buy |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $282K | Hold |
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|
2024
Q2 | $249K | Hold |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $217K | Hold |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | $171K | Sell |
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|
2021
Q2 | $183K | Buy |
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|
2021
Q1 | $174K | Sell |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | $164K | Hold |
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|
2020
Q2 | $148K | Hold |
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|
2020
Q1 | $147K | Sell |
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|
2019
Q4 | $192K | Sell |
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|
2019
Q3 | $190K | Sell |
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|
2019
Q2 | $184K | Buy |
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|
2019
Q1 | $156K | Buy |
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|
2018
Q4 | $130K | Sell |
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|
2018
Q3 | $149K | Sell |
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|
2018
Q2 | $143K | Sell |
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|
2018
Q1 | $143K | Hold |
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|
2017
Q4 | $151K | Hold |
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|
2017
Q3 | $148K | Sell |
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|
2017
Q2 | $152K | Sell |
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|
2017
Q1 | $163K | Sell |
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|
2016
Q4 | $172K | Buy |
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|
2016
Q3 | $156K | Buy |
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|
2016
Q2 | $154K | Hold |
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|
2016
Q1 | $157K | Hold |
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|
2015
Q4 | $146K | Hold |
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|
2015
Q3 | $136K | Hold |
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|
2015
Q2 | $133K | Sell |
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|
2015
Q1 | $162K | Hold |
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|
2014
Q4 | $169K | Hold |
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|
2014
Q3 | $170K | Buy |
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|
2014
Q2 | $132K | Hold |
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|
2014
Q1 | $120K | Buy |
|