Gould Asset Management’s Coca-Cola KO Stock Holding History

Gould Asset 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	$417K	Sell	5,901 -318	-5%	-$22.5K	0.08%	113
2025 Q1	$445K	Buy	6,219 +83	+1%	+$5.94K	0.09%	105
2024 Q4	$382K	Buy	6,136 +375	+7%	+$23.3K	0.08%	114
2024 Q3	$414K	Sell	5,761 -450	-7%	-$32.3K	0.09%	112
2024 Q2	$395K	Sell	6,211 -100	-2%	-$6.37K	0.09%	110
2024 Q1	$386K	Hold	6,311	–	–	0.09%	112
2023 Q4	$372K	Sell	6,311 -1,405	-18%	-$82.8K	0.1%	109
2023 Q3	$432K	Sell	7,716 -25	-0.3%	-$1.4K	0.12%	90
2023 Q2	$466K	Hold	7,741	–	–	0.13%	84
2023 Q1	$480K	Hold	7,741	–	–	0.14%	78
2022 Q4	$492K	Sell	7,741 -75	-1%	-$4.77K	0.15%	83
2022 Q3	$438K	Sell	7,816 -340	-4%	-$19.1K	0.15%	77
2022 Q2	$513K	Buy	8,156 +1,190	+17%	+$74.8K	0.17%	70
2022 Q1	$432K	Sell	6,966 -45	-0.6%	-$2.79K	0.12%	83
2021 Q4	$415K	Buy	+7,011	New	+$415K	0.12%	87
2021 Q2	–	Sell	-4,016	Closed	-$212K	–	155
2021 Q1	$212K	Sell	4,016 -750	-16%	-$39.6K	0.06%	140
2020 Q4	$261K	Buy	+4,766	New	+$261K	0.08%	117
2018 Q2	–	Sell	-4,928	Closed	-$214K	–	145
2018 Q1	$214K	Sell	4,928 -475	-9%	-$20.6K	0.09%	131
2017 Q4	$248K	Sell	5,403 -5,650	-51%	-$259K	0.11%	113
2017 Q3	$497K	Sell	11,053 -1,100	-9%	-$49.5K	0.22%	65
2017 Q2	$545K	Buy	12,153 +600	+5%	+$26.9K	0.26%	54
2017 Q1	$490K	Sell	11,553 -1,406	-11%	-$59.6K	0.25%	53
2016 Q4	$537K	Buy	12,959 +2,576	+25%	+$107K	0.28%	51
2016 Q3	$439K	Buy	10,383 +500	+5%	+$21.1K	0.24%	58
2016 Q2	$448K	Hold	9,883	–	–	0.24%	58
2016 Q1	$458K	Hold	9,883	–	–	0.25%	51
2015 Q4	$425K	Sell	9,883 -3,285	-25%	-$141K	0.23%	58
2015 Q3	$528K	Buy	13,168 +300	+2%	+$12K	0.29%	52
2015 Q2	$505K	Sell	12,868 -185	-1%	-$7.26K	0.26%	59
2015 Q1	$529K	Buy	13,053 +185	+1%	+$7.5K	0.26%	55
2014 Q4	$543K	Buy	12,868 +2,775	+27%	+$117K	0.27%	48
2014 Q3	$431K	Buy	10,093 +2,800	+38%	+$120K	0.21%	55
2014 Q2	$309K	Buy	7,293 +1,760	+32%	+$74.6K	0.15%	71
2014 Q1	$214K	Buy	+5,533	New	+$214K	0.11%	89