Goepper Burkhardt’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 | $1.78M | Buy |
25,098
+932
| +4% | +$65.9K | 0.65% | 25 |
|
|
2025
Q1 | $1.73M | Buy |
24,166
+75
| +0.3% | +$5.37K | 0.69% | 25 |
|
|
2024
Q4 | $1.5M | Sell |
24,091
-1,236
| -5% | -$77K | 0.61% | 26 |
|
|
2024
Q3 | $1.82M | Hold |
25,327
| – | – | 0.75% | 24 |
|
|
2024
Q2 | $1.61M | Hold |
25,327
| – | – | 0.73% | 23 |
|
|
2024
Q1 | $1.6M | Sell |
25,327
-200
| -0.8% | -$12.7K | 0.75% | 23 |
|
|
2023
Q4 | $1.52M | Sell |
25,527
-38
| -0.1% | -$2.26K | 0.76% | 22 |
|
|
2023
Q3 | $1.43M | Hold |
25,565
| – | – | 0.87% | 20 |
|
|
2023
Q2 | $1.54M | Buy |
25,565
+38
| +0.1% | +$2.29K | 0.93% | 19 |
|
|
2023
Q1 | $1.58M | Sell |
25,527
-100
| -0.4% | -$6.2K | 1.04% | 19 |
|
|
2022
Q4 | $1.63M | Buy |
25,627
+306
| +1% | +$19.5K | 1.14% | 18 |
|
|
2022
Q3 | $1.42M | Hold |
25,321
| – | – | 1.05% | 17 |
|
|
2022
Q2 | $1.59M | Hold |
25,321
| – | – | 1.12% | 17 |
|
|
2022
Q1 | $1.57M | Buy |
25,321
+980
| +4% | +$60.8K | 0.95% | 19 |
|
|
2021
Q4 | $1.44M | Hold |
24,341
| – | – | 0.86% | 18 |
|
|
2021
Q3 | $1.28M | Hold |
24,341
| – | – | 0.81% | 20 |
|
|
2021
Q2 | $1.32M | Buy |
24,341
+1,736
| +8% | +$93.9K | 0.83% | 20 |
|
|
2021
Q1 | $1.19M | Buy |
22,605
+2,005
| +10% | +$106K | 0.81% | 19 |
|
|
2020
Q4 | $1.13M | Buy |
+20,600
| New | +$1.13M | 0.82% | 18 |
|