Godshalk Welsh Capital Management’s Coca-Cola KO Stock Holding History

Godshalk Welsh Capital Management’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	$276K	Sell	3,900 -200	-5%	-$14.2K	0.17%	113
2025 Q1	$294K	Hold	4,100	–	–	0.19%	103
2024 Q4	$255K	Hold	4,100	–	–	0.16%	107
2024 Q3	$295K	Hold	4,100	–	–	0.19%	104
2024 Q2	$261K	Hold	4,100	–	–	0.17%	108
2024 Q1	$251K	Hold	4,100	–	–	0.17%	110
2023 Q4	$242K	Hold	4,100	–	–	0.17%	109
2023 Q3	$230K	Hold	4,100	–	–	0.17%	110
2023 Q2	$247K	Hold	4,100	–	–	0.17%	108
2023 Q1	$254K	Hold	4,100	–	–	0.18%	106
2022 Q4	$261K	Sell	4,100 -436	-10%	-$27.7K	0.19%	101
2022 Q3	$254K	Buy	4,536 +436	+11%	+$24.4K	0.19%	100
2022 Q2	$258K	Sell	4,100 -50	-1%	-$3.15K	0.19%	104
2022 Q1	$257K	Hold	4,150	–	–	0.16%	110
2021 Q4	$246K	Hold	4,150	–	–	0.14%	112
2021 Q3	$218K	Hold	4,150	–	–	0.14%	113
2021 Q2	$234K	Hold	4,150	–	–	0.15%	114
2021 Q1	$219K	Hold	4,150	–	–	0.15%	112
2020 Q4	$228K	Hold	4,150	–	–	0.17%	107
2020 Q3	$205K	Buy	+4,150	New	+$205K	0.17%	104
2020 Q1	–	Sell	-4,150	Closed	-$230K	–	108
2019 Q4	$230K	Hold	4,150	–	–	0.19%	103
2019 Q3	$226K	Hold	4,150	–	–	0.2%	101
2019 Q2	$211K	Sell	4,150 -300	-7%	-$15.3K	0.2%	103
2019 Q1	$209K	Hold	4,450	–	–	0.2%	103
2018 Q4	$211K	Hold	4,450	–	–	0.24%	99
2018 Q3	$206K	Sell	4,450 -100	-2%	-$4.63K	0.2%	108
2018 Q2	$200K	Buy	+4,550	New	+$200K	0.21%	108
2018 Q1	–	Sell	-4,550	Closed	-$209K	–	112
2017 Q4	$209K	Sell	4,550 -1,250	-22%	-$57.4K	0.21%	117
2017 Q3	$261K	Sell	5,800 -100	-2%	-$4.5K	0.26%	114
2017 Q2	$265K	Sell	5,900 -150	-2%	-$6.74K	0.26%	113
2017 Q1	$257K	Sell	6,050 -100	-2%	-$4.25K	0.25%	111
2016 Q4	$255K	Hold	6,150	–	–	0.26%	111
2016 Q3	$260K	Hold	6,150	–	–	0.27%	111
2016 Q2	$297K	Hold	6,150	–	–	0.31%	104
2016 Q1	$285K	Sell	6,150 -200	-3%	-$9.27K	0.3%	108
2015 Q4	$273K	Hold	6,350	–	–	0.28%	112
2015 Q3	$255K	Buy	6,350 +600	+10%	+$24.1K	0.28%	120
2015 Q2	$226K	Buy	+5,750	New	+$226K	0.23%	133
2015 Q1	–	Sell	-8,450	Closed	-$357K	–	193
2014 Q4	$357K	Buy	+8,450	New	+$357K	0.33%	105