Gilbert & Cook’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 | $898K | Buy |
12,687
+218
| +2% | +$15.4K | 0.12% | 78 |
|
|
2025
Q1 | $893K | Sell |
12,469
-1,311
| -10% | -$93.9K | 0.13% | 76 |
|
|
2024
Q4 | $858K | Sell |
13,780
-136
| -1% | -$8.47K | 0.12% | 78 |
|
|
2024
Q3 | $1M | Buy |
13,916
+96
| +0.7% | +$6.9K | 0.14% | 69 |
|
|
2024
Q2 | $880K | Sell |
13,820
-1,891
| -12% | -$120K | 0.13% | 76 |
|
|
2024
Q1 | $961K | Sell |
15,711
-260
| -2% | -$15.9K | 0.13% | 78 |
|
|
2023
Q4 | $941K | Buy |
15,971
+841
| +6% | +$49.6K | 0.13% | 71 |
|
|
2023
Q3 | $847K | Buy |
15,130
+1,807
| +14% | +$101K | 0.13% | 67 |
|
|
2023
Q2 | $802K | Buy |
13,323
+670
| +5% | +$40.3K | 0.13% | 64 |
|
|
2023
Q1 | $785K | Buy |
12,653
+119
| +0.9% | +$7.38K | 0.14% | 59 |
|
|
2022
Q4 | $797K | Buy |
12,534
+8
| +0.1% | +$509 | 0.15% | 58 |
|
|
2022
Q3 | $737K | Buy |
12,526
+365
| +3% | +$21.5K | 0.16% | 63 |
|
|
2022
Q2 | $765K | Buy |
12,161
+406
| +3% | +$25.5K | 0.14% | 58 |
|
|
2022
Q1 | $729K | Buy |
11,755
+1,104
| +10% | +$68.5K | 0.12% | 69 |
|
|
2021
Q4 | $631K | Buy |
10,651
+43
| +0.4% | +$2.55K | 0.1% | 83 |
|
|
2021
Q3 | $557K | Buy |
10,608
+378
| +4% | +$19.8K | 0.1% | 91 |
|
|
2021
Q2 | $554K | Buy |
10,230
+325
| +3% | +$17.6K | 0.1% | 85 |
|
|
2021
Q1 | $522K | Buy |
9,905
+1,493
| +18% | +$78.7K | 0.1% | 84 |
|
|
2020
Q4 | $463K | Buy |
8,412
+1,176
| +16% | +$64.7K | 0.1% | 80 |
|
|
2020
Q3 | $357K | Buy |
7,236
+540
| +8% | +$26.6K | 0.08% | 93 |
|
|
2020
Q2 | $299K | Buy |
6,696
+392
| +6% | +$17.5K | 0.07% | 95 |
|
|
2020
Q1 | $279K | Buy |
6,304
+441
| +8% | +$19.5K | 0.08% | 87 |
|
|
2019
Q4 | $325K | Buy |
5,863
+785
| +15% | +$43.5K | 0.08% | 93 |
|
|
2019
Q3 | $276K | Buy |
5,078
+218
| +4% | +$11.8K | 0.08% | 90 |
|
|
2019
Q2 | $247K | Buy |
4,860
+192
| +4% | +$9.76K | 0.07% | 92 |
|
|
2019
Q1 | $219K | Buy |
4,668
+128
| +3% | +$6.01K | 0.07% | 98 |
|
|
2018
Q4 | $215K | Sell |
4,540
-86
| -2% | -$4.07K | 0.08% | 88 |
|
|
2018
Q3 | $214K | Buy |
4,626
+23
| +0.5% | +$1.06K | 0.07% | 92 |
|
|
2018
Q2 | $202K | Buy |
+4,603
| New | +$202K | 0.07% | 91 |
|
|
2018
Q1 | – | Sell |
-4,402
| Closed | -$202K | – | 97 |
|
|
2017
Q4 | $202K | Buy |
+4,402
| New | +$202K | 0.07% | 84 |
|
|
2017
Q3 | – | Sell |
-8,159
| Closed | -$366K | – | 118 |
|
|
2017
Q2 | $366K | Buy |
+8,159
| New | +$366K | 0.13% | 76 |
|