Investment House LLC’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 | $1.45M | Buy |
20,498
+1,513
| +8% | +$107K | 0.07% | 128 |
|
|
2025
Q1 | $1.36M | Sell |
18,985
-3,800
| -17% | -$272K | 0.08% | 132 |
|
|
2024
Q4 | $1.42M | Sell |
22,785
-1,000
| -4% | -$62.3K | 0.08% | 127 |
|
|
2024
Q3 | $1.71M | Buy |
23,785
+200
| +0.8% | +$14.4K | 0.09% | 118 |
|
|
2024
Q2 | $1.5M | Sell |
23,585
-700
| -3% | -$44.6K | 0.09% | 115 |
|
|
2024
Q1 | $1.49M | Sell |
24,285
-49
| -0.2% | -$3K | 0.09% | 113 |
|
|
2023
Q4 | $1.43M | Buy |
24,334
+849
| +4% | +$50K | 0.1% | 107 |
|
|
2023
Q3 | $1.31M | Hold |
23,485
| – | – | 0.1% | 108 |
|
|
2023
Q2 | $1.41M | Hold |
23,485
| – | – | 0.11% | 103 |
|
|
2023
Q1 | $1.46M | Buy |
23,485
+150
| +0.6% | +$9.31K | 0.12% | 95 |
|
|
2022
Q4 | $1.48M | Buy |
23,335
+60
| +0.3% | +$3.82K | 0.14% | 84 |
|
|
2022
Q3 | $1.3M | Buy |
23,275
+40
| +0.2% | +$2.24K | 0.12% | 92 |
|
|
2022
Q2 | $1.46M | Hold |
23,235
| – | – | 0.13% | 88 |
|
|
2022
Q1 | $1.44M | Sell |
23,235
-225
| -1% | -$14K | 0.11% | 94 |
|
|
2021
Q4 | $1.39M | Hold |
23,460
| – | – | 0.09% | 99 |
|
|
2021
Q3 | $1.23M | Sell |
23,460
-625
| -3% | -$32.8K | 0.09% | 102 |
|
|
2021
Q2 | $1.3M | Hold |
24,085
| – | – | 0.09% | 111 |
|
|
2021
Q1 | $1.27M | Sell |
24,085
-1,125
| -4% | -$59.3K | 0.1% | 105 |
|
|
2020
Q4 | $1.38M | Hold |
25,210
| – | – | 0.1% | 111 |
|
|
2020
Q3 | $1.25M | Sell |
25,210
-25
| -0.1% | -$1.24K | 0.1% | 111 |
|
|
2020
Q2 | $1.13M | Buy |
25,235
+1,144
| +5% | +$51.1K | 0.1% | 107 |
|
|
2020
Q1 | $1.07M | Sell |
24,091
-750
| -3% | -$33.2K | 0.12% | 99 |
|
|
2019
Q4 | $1.38M | Hold |
24,841
| – | – | 0.13% | 107 |
|
|
2019
Q3 | $1.35M | Hold |
24,841
| – | – | 0.14% | 102 |
|
|
2019
Q2 | $1.27M | Hold |
24,841
| – | – | 0.13% | 98 |
|
|
2019
Q1 | $1.16M | Sell |
24,841
-100
| -0.4% | -$4.69K | 0.13% | 103 |
|
|
2018
Q4 | $1.18M | Sell |
24,941
-1,900
| -7% | -$90K | 0.15% | 96 |
|
|
2018
Q3 | $1.24M | Sell |
26,841
-600
| -2% | -$27.7K | 0.13% | 103 |
|
|
2018
Q2 | $1.2M | Sell |
27,441
-800
| -3% | -$35.1K | 0.14% | 99 |
|
|
2018
Q1 | $1.23M | Sell |
28,241
-500
| -2% | -$21.7K | 0.15% | 100 |
|
|
2017
Q4 | $1.32M | Sell |
28,741
-1,950
| -6% | -$89.5K | 0.16% | 99 |
|
|
2017
Q3 | $1.38M | Sell |
30,691
-950
| -3% | -$42.7K | 0.18% | 93 |
|
|
2017
Q2 | $1.42M | Sell |
31,641
-950
| -3% | -$42.6K | 0.19% | 100 |
|
|
2017
Q1 | $1.38M | Sell |
32,591
-16,150
| -33% | -$685K | 0.19% | 98 |
|
|
2016
Q4 | $2.02M | Sell |
48,741
-995
| -2% | -$41.3K | 0.31% | 82 |
|
|
2016
Q3 | $2.11M | Hold |
49,736
| – | – | 0.32% | 84 |
|
|
2016
Q2 | $2.26M | Hold |
49,736
| – | – | 0.36% | 81 |
|
|
2016
Q1 | $2.31M | Sell |
49,736
-100
| -0.2% | -$4.64K | 0.37% | 80 |
|
|
2015
Q4 | $2.14M | Sell |
49,836
-3,100
| -6% | -$133K | 0.35% | 84 |
|
|
2015
Q3 | $2.12M | Sell |
52,936
-4,275
| -7% | -$172K | 0.37% | 81 |
|
|
2015
Q2 | $2.24M | Sell |
57,211
-1,098
| -2% | -$43.1K | 0.36% | 85 |
|
|
2015
Q1 | $2.36M | Sell |
58,309
-1,025
| -2% | -$41.6K | 0.38% | 79 |
|
|
2014
Q4 | $2.51M | Sell |
59,334
-30,447
| -34% | -$1.29M | 0.4% | 76 |
|
|
2014
Q3 | $3.83M | Sell |
89,781
-1,073
| -1% | -$45.8K | 0.64% | 53 |
|
|
2014
Q2 | $3.85M | Sell |
90,854
-5,173
| -5% | -$219K | 0.66% | 52 |
|
|
2014
Q1 | $3.71M | Sell |
96,027
-27,395
| -22% | -$1.06M | 0.66% | 54 |
|
|
2013
Q4 | $5.1M | Sell |
123,422
-32,299
| -21% | -$1.33M | 0.92% | 36 |
|
|
2013
Q3 | $5.9M | Buy |
155,721
+150
| +0.1% | +$5.68K | 1.19% | 26 |
|
|
2013
Q2 | $6.24M | Buy |
+155,571
| New | +$6.24M | 1.35% | 23 |
|