Indiana Trust & Investment Management’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 | $301K | Buy |
4,248
+102
| +2% | +$7.22K | 0.1% | 141 |
|
|
2025
Q1 | $297K | Buy |
4,146
+10
| +0.2% | +$716 | 0.11% | 139 |
|
|
2024
Q4 | $258K | Hold |
4,136
| – | – | 0.09% | 147 |
|
|
2024
Q3 | $297K | Sell |
4,136
-313
| -7% | -$22.5K | 0.1% | 139 |
|
|
2024
Q2 | $283K | Sell |
4,449
-301
| -6% | -$19.2K | 0.1% | 129 |
|
|
2024
Q1 | $291K | Sell |
4,750
-533
| -10% | -$32.6K | 0.12% | 132 |
|
|
2023
Q4 | $311K | Hold |
5,283
| – | – | 0.14% | 119 |
|
|
2023
Q3 | $296K | Buy |
5,283
+313
| +6% | +$17.5K | 0.15% | 114 |
|
|
2023
Q2 | $299K | Sell |
4,970
-130
| -3% | -$7.83K | 0.15% | 88 |
|
|
2023
Q1 | $316K | Sell |
5,100
-350
| -6% | -$21.7K | 0.17% | 89 |
|
|
2022
Q4 | $347 | Hold |
5,450
| – | – | 0.2% | 82 |
|
|
2022
Q3 | $305K | Sell |
5,450
-450
| -8% | -$25.2K | 0.19% | 86 |
|
|
2022
Q2 | $372K | Buy |
5,900
+188
| +3% | +$11.9K | 0.21% | 81 |
|
|
2022
Q1 | $354K | Sell |
5,712
-250
| -4% | -$15.5K | 0.17% | 88 |
|
|
2021
Q4 | $353K | Hold |
5,962
| – | – | 0.16% | 90 |
|
|
2021
Q3 | $313K | Sell |
5,962
-975
| -14% | -$51.2K | 0.16% | 89 |
|
|
2021
Q2 | $381K | Sell |
6,937
-100
| -1% | -$5.49K | 0.21% | 77 |
|
|
2021
Q1 | $371K | Buy |
7,037
+100
| +1% | +$5.27K | 0.2% | 83 |
|
|
2020
Q4 | $381K | Sell |
6,937
-225
| -3% | -$12.4K | 0.21% | 77 |
|
|
2020
Q3 | $353K | Sell |
7,162
-142
| -2% | -$7K | 0.21% | 76 |
|
|
2020
Q2 | $326K | Hold |
7,304
| – | – | 0.2% | 83 |
|
|
2020
Q1 | $323K | Sell |
7,304
-68
| -0.9% | -$3.01K | 0.23% | 75 |
|
|
2019
Q4 | $408K | Sell |
7,372
-445
| -6% | -$24.6K | 0.23% | 79 |
|
|
2019
Q3 | $426K | Buy |
7,817
+17
| +0.2% | +$926 | 0.24% | 75 |
|
|
2019
Q2 | $397K | Buy |
7,800
+304
| +4% | +$15.5K | 0.22% | 80 |
|
|
2019
Q1 | $352K | Sell |
7,496
-2,093
| -22% | -$98.3K | 0.18% | 87 |
|
|
2018
Q4 | $454K | Hold |
9,589
| – | – | 0.25% | 77 |
|
|
2018
Q3 | $443K | Hold |
9,589
| – | – | 0.2% | 81 |
|
|
2018
Q2 | $421K | Sell |
9,589
-2,647
| -22% | -$116K | 0.2% | 84 |
|
|
2018
Q1 | $531K | Buy |
12,236
+849
| +7% | +$36.8K | 0.25% | 74 |
|
|
2017
Q4 | $522K | Buy |
11,387
+478
| +4% | +$21.9K | 0.24% | 79 |
|
|
2017
Q3 | $491K | Buy |
10,909
+1,600
| +17% | +$72K | 0.24% | 77 |
|
|
2017
Q2 | $418K | Buy |
9,309
+149
| +2% | +$6.69K | 0.21% | 85 |
|
|
2017
Q1 | $389K | Buy |
9,160
+1,375
| +18% | +$58.4K | 0.19% | 87 |
|
|
2016
Q4 | $323K | Sell |
7,785
-500
| -6% | -$20.7K | 0.17% | 90 |
|
|
2016
Q3 | $351K | Buy |
8,285
+130
| +2% | +$5.51K | 0.18% | 94 |
|
|
2016
Q2 | $370K | Hold |
8,155
| – | – | 0.19% | 89 |
|
|
2016
Q1 | $378K | Sell |
8,155
-26,470
| -76% | -$1.23M | 0.2% | 89 |
|
|
2015
Q4 | $1.46M | Buy |
34,625
+26,830
| +344% | +$1.13M | 0.76% | 40 |
|
|
2015
Q3 | $313K | Sell |
7,795
-50
| -0.6% | -$2.01K | 0.18% | 90 |
|
|
2015
Q2 | $308K | Sell |
7,845
-27,395
| -78% | -$1.08M | 0.16% | 93 |
|
|
2015
Q1 | $1.43M | Buy |
35,240
+615
| +2% | +$24.9K | 0.72% | 38 |
|
|
2014
Q4 | $1.46M | Sell |
34,625
-1,835
| -5% | -$77.5K | 0.76% | 40 |
|
|
2014
Q3 | $1.56M | Sell |
36,460
-770
| -2% | -$32.8K | 0.81% | 37 |
|
|
2014
Q2 | $1.58M | Buy |
37,230
+425
| +1% | +$18K | 0.91% | 35 |
|
|
2014
Q1 | $1.42M | Buy |
36,805
+4,085
| +12% | +$158K | 0.88% | 35 |
|
|
2013
Q4 | $1.35M | Sell |
32,720
-690
| -2% | -$28.5K | 0.77% | 38 |
|
|
2013
Q3 | $1.27M | Buy |
33,410
+285
| +0.9% | +$10.8K | 0.76% | 39 |
|
|
2013
Q2 | $1.33M | Buy |
+33,125
| New | +$1.33M | 1.1% | 39 |
|