Institutional & Family Asset Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q3 | $126K | Buy |
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|
2022
Q2 | $141K | Sell |
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|
2022
Q1 | $152K | Buy |
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|
2021
Q4 | $136K | Buy |
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|
2021
Q3 | $120K | Sell |
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|
2021
Q2 | $147K | Buy |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | $145K | Sell |
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|
2020
Q3 | $132K | Sell |
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|
2020
Q2 | $292K | Buy |
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|
2020
Q1 | $244K | Buy |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $319K | Sell |
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|
2019
Q2 | $321K | Sell |
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|
2019
Q1 | $318K | Sell |
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|
2018
Q4 | $399K | Buy |
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|
2018
Q3 | $305K | Buy |
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|
2018
Q2 | $288K | Buy |
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|
2018
Q1 | $279K | Sell |
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|
2017
Q4 | $304K | Sell |
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|
2017
Q3 | $803K | Buy |
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|
2017
Q2 | $637K | Buy |
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|
2017
Q1 | $598K | Sell |
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|
2016
Q4 | $605K | Sell |
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|
2016
Q3 | $3.28M | Buy |
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|
2016
Q2 | $3.19M | Buy |
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|
2016
Q1 | $2.74M | Buy |
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|
2015
Q4 | $2.68M | Buy |
|