Holt Capital Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
|
|||||
|
2025
Q1 | $328K | Hold |
|
|||||
|
2024
Q4 | $285K | Hold |
|
|||||
|
2024
Q3 | $329K | Buy |
|
|||||
|
2024
Q2 | $288K | Hold |
|
|||||
|
2024
Q1 | $277K | Hold |
|
|||||
|
2023
Q4 | $266K | Hold |
|
|||||
|
2023
Q3 | $253K | Hold |
|
|||||
|
2023
Q2 | $272K | Hold |
|
|||||
|
2023
Q1 | $281K | Hold |
|
|||||
|
2022
Q4 | $288K | Hold |
|
|||||
|
2022
Q3 | $253K | Hold |
|
|||||
|
2022
Q2 | $284K | Hold |
|
|||||
|
2022
Q1 | $280K | Hold |
|
|||||
|
2021
Q4 | $268K | Hold |
|
|||||
|
2021
Q3 | $237K | Sell |
|
|||||
|
2021
Q2 | $291K | Hold |
|
|||||
|
2021
Q1 | $283K | Sell |
|
|||||
|
2020
Q4 | $302K | Buy |
|
|||||
|
2020
Q3 | $231K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $212K | Hold |
|
|||||
|
2019
Q3 | $208K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $284K | Hold |
|
|||||
|
2017
Q4 | $300K | Hold |
|
|||||
|
2017
Q3 | $295K | Hold |
|
|||||
|
2017
Q2 | $294K | Sell |
|
|||||
|
2017
Q1 | $322K | Sell |
|
|||||
|
2016
Q4 | $342K | Hold |
|
|||||
|
2016
Q3 | $349K | Buy |
|
|||||
|
2016
Q2 | $353K | Hold |
|
|||||
|
2016
Q1 | $362K | Buy |
|
|||||
|
2015
Q4 | $237K | Hold |
|
|||||
|
2015
Q3 | $222K | Hold |
|
|||||
|
2015
Q2 | $217K | Hold |
|
|||||
|
2015
Q1 | $224K | Hold |
|
|||||
|
2014
Q4 | $233K | Hold |
|
|||||
|
2014
Q3 | $236K | Buy |
|
|||||
|
2014
Q2 | $221K | Buy |
|
|||||
|
2014
Q1 | $188K | Hold |
|
|||||
|
2013
Q4 | $201K | Buy |
|