Hoertkorn Richard Charles’s Coca-Cola KO Stock Holding History

Hoertkorn Richard Charles’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	$326K	Hold	4,605	–	–	0.14%	38
2025 Q1	$330K	Hold	4,605	–	–	0.15%	38
2024 Q4	$287K	Sell	4,605 -350	-7%	-$21.8K	0.12%	39
2024 Q3	$356K	Sell	4,955 -8,000	-62%	-$575K	0.15%	39
2024 Q2	$825K	Hold	12,955	–	–	0.36%	34
2024 Q1	$793K	Sell	12,955 -75	-0.6%	-$4.59K	0.34%	33
2023 Q4	$768K	Sell	13,030 -100	-0.8%	-$5.89K	0.35%	35
2023 Q3	$735K	Buy	13,130 +1	+0%	+$56	0.37%	35
2023 Q2	$791K	Hold	13,129	–	–	0.38%	34
2023 Q1	$814K	Hold	13,129	–	–	0.42%	34
2022 Q4	$835K	Hold	13,129	–	–	0.44%	32
2022 Q3	$735K	Sell	13,129 -275	-2%	-$15.4K	0.42%	33
2022 Q2	$843K	Sell	13,404 -800	-6%	-$50.3K	0.46%	33
2022 Q1	$881K	Sell	14,204 -400	-3%	-$24.8K	0.39%	33
2021 Q4	$865K	Sell	14,604 -96	-0.7%	-$5.69K	0.35%	35
2021 Q3	$771K	Sell	14,700 -1,500	-9%	-$78.7K	0.35%	35
2021 Q2	$877K	Sell	16,200 -2,150	-12%	-$116K	0.39%	36
2021 Q1	$967K	Sell	18,350 -100	-0.5%	-$5.27K	0.48%	33
2020 Q4	$1.01M	Hold	18,450	–	–	0.56%	31
2020 Q3	$911K	Hold	18,450	–	–	0.6%	29
2020 Q2	$824K	Hold	18,450	–	–	0.56%	30
2020 Q1	$816K	Sell	18,450 -300	-2%	-$13.3K	0.67%	29
2019 Q4	$1.04M	Sell	18,750 -350	-2%	-$19.4K	0.64%	32
2019 Q3	$1.04M	Sell	19,100 -50	-0.3%	-$2.72K	0.67%	30
2019 Q2	$975K	Sell	19,150 -1,500	-7%	-$76.4K	0.65%	32
2019 Q1	$968K	Hold	20,650	–	–	0.64%	32
2018 Q4	$978K	Hold	20,650	–	–	0.69%	33
2018 Q3	$954K	Sell	20,650 -800	-4%	-$37K	0.57%	35
2018 Q2	$941K	Sell	21,450 -1,150	-5%	-$50.5K	0.58%	35
2018 Q1	$981K	Sell	22,600 -1,200	-5%	-$52.1K	0.6%	36
2017 Q4	$1.09M	Sell	23,800 -350	-1%	-$16.1K	0.65%	36
2017 Q3	$1.09M	Buy	24,150 +1,100	+5%	+$49.5K	0.69%	36
2017 Q2	$1.03M	Sell	23,050 -600	-3%	-$26.9K	0.68%	37
2017 Q1	$1M	Sell	23,650 -3,950	-14%	-$168K	0.67%	39
2016 Q4	$1.14M	Sell	27,600 -5,458	-17%	-$226K	0.79%	38
2016 Q3	$1.4M	Hold	33,058	–	–	1.09%	32
2016 Q2	$1.5M	Sell	33,058 -400	-1%	-$18.1K	1.2%	31
2016 Q1	$1.55M	Sell	33,458 -1,800	-5%	-$83.5K	1.24%	29
2015 Q4	$1.52M	Sell	35,258 -11,042	-24%	-$474K	1.14%	30
2015 Q3	$1.86M	Sell	46,300 -3,600	-7%	-$144K	1.46%	24
2015 Q2	$1.96M	Sell	49,900 -1,950	-4%	-$76.5K	1.46%	24
2015 Q1	$2.1M	Sell	51,850 -1,400	-3%	-$56.8K	1.56%	23
2014 Q4	$2.25M	Sell	53,250 -150	-0.3%	-$6.33K	1.59%	23
2014 Q3	$2.28M	Buy	53,400 +400	+0.8%	+$17.1K	1.68%	23
2014 Q2	$2.25M	Sell	53,000 -3,100	-6%	-$131K	1.67%	24
2014 Q1	$2.17M	Sell	56,100 -200	-0.4%	-$7.73K	1.7%	23
2013 Q4	$2.33M	Buy	+56,300	New	+$2.33M	1.8%	22