Hendershot Investments’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
$845K Hold
11,947
0.11% 66
2025
Q1
$856K Buy
11,947
+100
+0.8% +$7.16K 0.12% 67
2024
Q4
$738K Hold
11,847
0.1% 71
2024
Q3
$851K Sell
11,847
-224
-2% -$16.1K 0.12% 71
2024
Q2
$768K Hold
12,071
0.11% 71
2024
Q1
$739K Buy
12,071
+266
+2% +$16.3K 0.11% 71
2023
Q4
$696K Hold
11,805
0.11% 73
2023
Q3
$661K Hold
11,805
0.11% 74
2023
Q2
$711K Hold
11,805
0.11% 74
2023
Q1
$732K Sell
11,805
-1,944
-14% -$121K 0.12% 75
2022
Q4
$875K Hold
13,749
0.15% 77
2022
Q3
$770K Buy
13,749
+150
+1% +$8.4K 0.15% 79
2022
Q2
$855K Hold
13,599
0.15% 78
2022
Q1
$843K Hold
13,599
0.13% 82
2021
Q4
$805K Buy
13,599
+6,964
+105% +$412K 0.12% 83
2021
Q3
$348K Hold
6,635
0.07% 76
2021
Q2
$359K Hold
6,635
0.08% 68
2021
Q1
$350K Hold
6,635
0.08% 66
2020
Q4
$364K Buy
6,635
+1,000
+18% +$54.9K 0.09% 64
2020
Q3
$278K Hold
5,635
0.08% 66
2020
Q2
$252K Hold
5,635
0.08% 60
2020
Q1
$249K Sell
5,635
-170
-3% -$7.51K 0.09% 61
2019
Q4
$321K Sell
5,805
-60
-1% -$3.32K 0.1% 64
2019
Q3
$319K Hold
5,865
0.1% 56
2019
Q2
$299K Hold
5,865
0.1% 59
2019
Q1
$275K Hold
5,865
0.09% 56
2018
Q4
$278K Sell
5,865
-95
-2% -$4.5K 0.11% 55
2018
Q3
$275K Buy
5,960
+704
+13% +$32.5K 0.1% 57
2018
Q2
$231K Sell
5,256
-188
-3% -$8.26K 0.09% 58
2018
Q1
$236K Sell
5,444
-143
-3% -$6.2K 0.1% 58
2017
Q4
$256K Hold
5,587
0.1% 61
2017
Q3
$251K Buy
5,587
+876
+19% +$39.4K 0.11% 62
2017
Q2
$211K Hold
4,711
0.09% 63
2017
Q1
$200K Hold
4,711
0.09% 65
2016
Q4
$195K Hold
4,711
0.09% 61
2016
Q3
$199K Hold
4,711
0.1% 61
2016
Q2
$214K Hold
4,711
0.11% 61
2016
Q1
$219K Hold
4,711
0.11% 61
2015
Q4
$202K Buy
4,711
+143
+3% +$6.13K 0.11% 63
2015
Q3
$183K Hold
4,568
0.1% 60
2015
Q2
$179K Sell
4,568
-120
-3% -$4.7K 0.09% 59
2015
Q1
$190K Hold
4,688
0.1% 59
2014
Q4
$198K Sell
4,688
-56,371
-92% -$2.38M 0.1% 57
2014
Q3
$2.61M Sell
61,059
-480
-0.8% -$20.5K 1.47% 31
2014
Q2
$2.61M Buy
61,539
+373
+0.6% +$15.8K 1.53% 26
2014
Q1
$2.37M Sell
61,166
-275
-0.4% -$10.6K 1.46% 28
2013
Q4
$2.54M Buy
61,441
+17,625
+40% +$728K 1.65% 29
2013
Q3
$1.66M Sell
43,816
-350
-0.8% -$13.3K 1.17% 34
2013
Q2
$1.77M Buy
+44,166
New +$1.77M 1.34% 32