Gibson Capital’s Coca-Cola KO Stock Holding History

Gibson Capital’s Portfolio KO Stock Details KO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$460K	Sell	6,501 -379	-6%	-$26.8K	0.09%	47
2025 Q1	$493K	Buy	6,880 +378	+6%	+$27.1K	0.1%	40
2024 Q4	$405K	Buy	6,502 +14	+0.2%	+$872	0.08%	42
2024 Q3	$466K	Hold	6,488	–	–	0.09%	39
2024 Q2	$413K	Sell	6,488 -550	-8%	-$35K	0.09%	37
2024 Q1	$431K	Hold	7,038	–	–	0.09%	38
2023 Q4	$415K	Sell	7,038 -70	-1%	-$4.13K	0.1%	38
2023 Q3	$398K	Buy	7,108 +43	+0.6%	+$2.41K	0.11%	31
2023 Q2	$425K	Buy	7,065 +27	+0.4%	+$1.63K	0.11%	31
2023 Q1	$437K	Buy	7,038 +1,000	+17%	+$62K	0.11%	31
2022 Q4	$384K	Sell	6,038 -552	-8%	-$35.1K	0.11%	27
2022 Q3	$369K	Hold	6,590	–	–	0.12%	26
2022 Q2	$412K	Buy	6,590 +1,430	+28%	+$89.4K	0.12%	26
2022 Q1	$319K	Sell	5,160 -1,275	-20%	-$78.8K	0.08%	29
2021 Q4	$379K	Hold	6,435	–	–	0.09%	26
2021 Q3	$335K	Buy	6,435 +600	+10%	+$31.2K	0.09%	29
2021 Q2	$313K	Hold	5,835	–	–	0.08%	28
2021 Q1	$306K	Hold	5,835	–	–	0.09%	29
2020 Q4	$319K	Hold	5,835	–	–	0.09%	28
2020 Q3	$286K	Hold	5,835	–	–	0.1%	27
2020 Q2	$258K	Buy	+5,835	New	+$258K	0.09%	28
2020 Q1	–	Sell	-7,750	Closed	-$426K	–	36
2019 Q4	$426K	Hold	7,750	–	–	0.14%	26
2019 Q3	$418K	Buy	7,750 +1,915	+33%	+$103K	0.15%	22
2019 Q2	$296K	Hold	5,835	–	–	0.11%	26
2019 Q1	$272K	Hold	5,835	–	–	0.09%	33
2018 Q4	$275K	Hold	5,835	–	–	0.11%	27
2018 Q3	$268K	Sell	5,835 -1,400	-19%	-$64.3K	0.09%	33
2018 Q2	$315K	Buy	7,235 +1,400	+24%	+$61K	0.11%	29
2018 Q1	$252K	Hold	5,835	–	–	0.09%	36
2017 Q4	$267K	Hold	5,835	–	–	0.09%	33
2017 Q3	$262K	Hold	5,835	–	–	0.09%	32
2017 Q2	$260K	Hold	5,835	–	–	0.09%	30
2017 Q1	$247K	Hold	5,835	–	–	0.08%	33
2016 Q4	$241K	Hold	5,835	–	–	0.08%	33
2016 Q3	$245K	Buy	5,835 +1,275	+28%	+$53.5K	0.09%	29
2016 Q2	$206K	Hold	4,560	–	–	0.07%	31
2016 Q1	$211K	Buy	+4,560	New	+$211K	0.08%	31