IP
Investment Partners’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Sell |
13,572
-1,175
| -8% | -$83.1K | 0.36% | 63 |
|
|
2025
Q1 | $1.06M | Hold |
14,747
| – | – | 0.44% | 58 |
|
|
2024
Q4 | $918K | Sell |
14,747
-8
| -0.1% | -$498 | 0.38% | 63 |
|
|
2024
Q3 | $1.06M | Sell |
14,755
-95
| -0.6% | -$6.83K | 0.44% | 59 |
|
|
2024
Q2 | $945K | Sell |
14,850
-400
| -3% | -$25.5K | 0.42% | 59 |
|
|
2024
Q1 | $933K | Sell |
15,250
-676
| -4% | -$41.4K | 0.42% | 62 |
|
|
2023
Q4 | $939K | Buy |
15,926
+63
| +0.4% | +$3.71K | 0.46% | 59 |
|
|
2023
Q3 | $888K | Sell |
15,863
-677
| -4% | -$37.9K | 0.47% | 61 |
|
|
2023
Q2 | $996K | Sell |
16,540
-2,373
| -13% | -$143K | 0.52% | 53 |
|
|
2023
Q1 | $1.17M | Hold |
18,913
| – | – | 0.62% | 47 |
|
|
2022
Q4 | $1.2M | Sell |
18,913
-16,149
| -46% | -$1.03M | 0.64% | 48 |
|
|
2022
Q3 | $1.96M | Buy |
35,062
+17,085
| +95% | +$957K | 0.58% | 46 |
|
|
2022
Q2 | $1.13M | Buy |
17,977
+30
| +0.2% | +$1.89K | 0.55% | 50 |
|
|
2022
Q1 | $1.11M | Hold |
17,947
| – | – | 0.47% | 54 |
|
|
2021
Q4 | $1.06M | Buy |
17,947
+1,062
| +6% | +$62.9K | 0.43% | 54 |
|
|
2021
Q3 | $886K | Sell |
16,885
-369
| -2% | -$19.4K | 0.4% | 55 |
|
|
2021
Q2 | $934K | Buy |
17,254
+2,436
| +16% | +$132K | 0.43% | 55 |
|
|
2021
Q1 | $781K | Hold |
14,818
| – | – | 0.38% | 62 |
|
|
2020
Q4 | $813K | Buy |
14,818
+237
| +2% | +$13K | 0.43% | 57 |
|
|
2020
Q3 | $720K | Sell |
14,581
-6,147
| -30% | -$304K | 0.43% | 57 |
|
|
2020
Q2 | $926K | Buy |
20,728
+912
| +5% | +$40.7K | 0.54% | 52 |
|
|
2020
Q1 | $877K | Sell |
19,816
-262
| -1% | -$11.6K | 0.63% | 49 |
|
|
2019
Q4 | $1.11M | Sell |
20,078
-175
| -0.9% | -$9.68K | 0.75% | 47 |
|
|
2019
Q3 | $1.1M | Sell |
20,253
-324
| -2% | -$17.6K | 0.8% | 40 |
|
|
2019
Q2 | $1.05M | Buy |
20,577
+202
| +1% | +$10.3K | 0.75% | 45 |
|
|
2019
Q1 | $955K | Hold |
20,375
| – | – | 0.69% | 48 |
|
|
2018
Q4 | $965K | Buy |
20,375
+92
| +0.5% | +$4.36K | 0.81% | 45 |
|
|
2018
Q3 | $396 | Buy |
20,283
+494
| +2% | +$10 | 0.22% | 71 |
|
|
2018
Q2 | $868K | Sell |
19,789
-2,253
| -10% | -$98.8K | 0.64% | 50 |
|
|
2018
Q1 | $957K | Sell |
22,042
-10,072
| -31% | -$437K | 0.71% | 45 |
|
|
2017
Q4 | $1.47M | Buy |
32,114
+569
| +2% | +$26.1K | 1.09% | 30 |
|
|
2017
Q3 | $1.42M | Sell |
31,545
-142
| -0.4% | -$6.39K | 1.22% | 29 |
|
|
2017
Q2 | $1.42M | Buy |
31,687
+437
| +1% | +$19.6K | 1.29% | 24 |
|
|
2017
Q1 | $1.33M | Sell |
31,250
-1,540
| -5% | -$65.3K | 1.28% | 27 |
|
|
2016
Q4 | $1.36M | Sell |
32,790
-17,501
| -35% | -$725K | 1.33% | 25 |
|
|
2016
Q3 | $2.13M | Buy |
50,291
+16,966
| +51% | +$718K | 1.2% | 24 |
|
|
2016
Q2 | $1.51M | Sell |
33,325
-14,516
| -30% | -$658K | 1.51% | 19 |
|
|
2016
Q1 | $2.06M | Buy |
47,841
+16,061
| +51% | +$690K | 1.34% | 21 |
|
|
2015
Q4 | $1.37M | Sell |
31,780
-488
| -2% | -$21K | 1.65% | 16 |
|
|
2015
Q3 | $1.29M | Sell |
32,268
-538
| -2% | -$21.5K | 1.69% | 12 |
|
|
2015
Q2 | $1.29M | Sell |
32,806
-188
| -0.6% | -$7.39K | 1.55% | 14 |
|
|
2015
Q1 | $1.33M | Sell |
32,994
-859
| -3% | -$34.6K | 1.46% | 13 |
|
|
2014
Q4 | $1.43M | Buy |
+33,853
| New | +$1.43M | 1.64% | 14 |
|