Independent Investors Inc’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 | $2.52M | Hold |
35,600
| – | – | 0.55% | 29 |
|
2025
Q1 | $2.55M | Sell |
35,600
-625
| -2% | -$44.8K | 0.54% | 28 |
|
2024
Q4 | $2.26M | Hold |
36,225
| – | – | 0.45% | 29 |
|
2024
Q3 | $2.6M | Hold |
36,225
| – | – | 0.53% | 27 |
|
2024
Q2 | $2.31M | Hold |
36,225
| – | – | 0.51% | 28 |
|
2024
Q1 | $2.22M | Hold |
36,225
| – | – | 0.53% | 28 |
|
2023
Q4 | $2.13M | Hold |
36,225
| – | – | 0.49% | 28 |
|
2023
Q3 | $2.03M | Hold |
36,225
| – | – | 0.51% | 26 |
|
2023
Q2 | $2.18M | Hold |
36,225
| – | – | 0.51% | 27 |
|
2023
Q1 | $2.25M | Sell |
36,225
-1,875
| -5% | -$116K | 0.56% | 27 |
|
2022
Q4 | $2.42M | Hold |
38,100
| – | – | 0.67% | 26 |
|
2022
Q3 | $2.13M | Hold |
38,100
| – | – | 0.61% | 26 |
|
2022
Q2 | $2.4M | Hold |
38,100
| – | – | 0.65% | 26 |
|
2022
Q1 | $2.36M | Hold |
38,100
| – | – | 0.53% | 31 |
|
2021
Q4 | $2.26M | Sell |
38,100
-27
| -0.1% | -$1.6K | 0.48% | 31 |
|
2021
Q3 | $2M | Sell |
38,127
-4,000
| -9% | -$210K | 0.5% | 33 |
|
2021
Q2 | $2.28M | Hold |
42,127
| – | – | 0.56% | 32 |
|
2021
Q1 | $2.22M | Hold |
42,127
| – | – | 0.59% | 31 |
|
2020
Q4 | $2.31M | Sell |
42,127
-2,000
| -5% | -$110K | 0.61% | 29 |
|
2020
Q3 | $2.18M | Hold |
44,127
| – | – | 0.63% | 29 |
|
2020
Q2 | $1.97M | Hold |
44,127
| – | – | 0.66% | 29 |
|
2020
Q1 | $1.95M | Sell |
44,127
-1,000
| -2% | -$44.2K | 0.81% | 26 |
|
2019
Q4 | $2.5M | Hold |
45,127
| – | – | 0.83% | 27 |
|
2019
Q3 | $2.46M | Hold |
45,127
| – | – | 0.92% | 26 |
|
2019
Q2 | $2.3M | Hold |
45,127
| – | – | 0.89% | 28 |
|
2019
Q1 | $2.11M | Sell |
45,127
-3,500
| -7% | -$164K | 0.82% | 30 |
|
2018
Q4 | $2.3M | Hold |
48,627
| – | – | 1% | 26 |
|
2018
Q3 | $2.25M | Sell |
48,627
-1,804
| -4% | -$83.3K | 0.79% | 30 |
|
2018
Q2 | $2.21M | Buy |
50,431
+50
| +0.1% | +$2.19K | 0.87% | 30 |
|
2018
Q1 | $2.19M | Buy |
50,381
+554
| +1% | +$24.1K | 0.87% | 30 |
|
2017
Q4 | $2.29M | Hold |
49,827
| – | – | 0.89% | 30 |
|
2017
Q3 | $2.24M | Hold |
49,827
| – | – | 0.93% | 29 |
|
2017
Q2 | $2.23M | Sell |
49,827
-6,295
| -11% | -$282K | 0.97% | 29 |
|
2017
Q1 | $2.38M | Buy |
56,122
+295
| +0.5% | +$12.5K | 1.01% | 29 |
|
2016
Q4 | $2.31M | Sell |
55,827
-356
| -0.6% | -$14.8K | 1.07% | 28 |
|
2016
Q3 | $2.38M | Sell |
56,183
-1,323
| -2% | -$56K | 1.1% | 28 |
|
2016
Q2 | $2.61M | Buy |
57,506
+61
| +0.1% | +$2.76K | 1.26% | 24 |
|
2016
Q1 | $2.66M | Sell |
57,445
-450
| -0.8% | -$20.9K | 1.28% | 24 |
|
2015
Q4 | $2.49M | Sell |
57,895
-200
| -0.3% | -$8.59K | 1.2% | 24 |
|
2015
Q3 | $2.33M | Sell |
58,095
-950
| -2% | -$38.1K | 1.16% | 25 |
|
2015
Q2 | $2.32M | Sell |
59,045
-1,655
| -3% | -$64.9K | 1.05% | 27 |
|
2015
Q1 | $2.46M | Sell |
60,700
-400
| -0.7% | -$16.2K | 1.12% | 28 |
|
2014
Q4 | $2.58M | Sell |
61,100
-2,350
| -4% | -$99.2K | 1.14% | 29 |
|
2014
Q3 | $2.71M | Sell |
63,450
-365
| -0.6% | -$15.6K | 1.22% | 26 |
|
2014
Q2 | $2.7M | Sell |
63,815
-25,631
| -29% | -$1.09M | 1.22% | 23 |
|
2014
Q1 | $3.46M | Sell |
89,446
-2,050
| -2% | -$79.2K | 1.66% | 18 |
|
2013
Q4 | $3.78M | Sell |
91,496
-3,250
| -3% | -$134K | 1.82% | 16 |
|
2013
Q3 | $3.59M | Sell |
94,746
-434
| -0.5% | -$16.4K | 1.89% | 14 |
|
2013
Q2 | $3.82M | Buy |
+95,180
| New | +$3.82M | 2.11% | 9 |
|