J.M. Forbes & Co’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
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|
2025
Q1 | $17.5M | Buy |
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|
2024
Q4 | $14.7M | Buy |
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|
2024
Q3 | $17M | Sell |
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|
2024
Q2 | $15.1M | Buy |
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|
2024
Q1 | $14.4M | Sell |
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|
2023
Q4 | $13.9M | Buy |
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|
2023
Q3 | $13.1M | Buy |
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|
2023
Q2 | $13.8M | Sell |
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|
2023
Q1 | $16M | Buy |
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|
2022
Q4 | $16.2M | Buy |
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|
2022
Q3 | $14.3M | Buy |
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|
2022
Q2 | $15.8M | Sell |
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|
2022
Q1 | $15.6M | Buy |
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|
2021
Q4 | $14.9M | Sell |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $13.5M | Buy |
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|
2021
Q1 | $13.1M | Buy |
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|
2020
Q4 | $13.4M | Buy |
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|
2020
Q3 | $12M | Buy |
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|
2020
Q2 | $10.7M | Buy |
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|
2020
Q1 | $10.6M | Sell |
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|
2019
Q4 | $13.4M | Buy |
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|
2019
Q3 | $12M | Buy |
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|
2019
Q2 | $11.1M | Buy |
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|
2019
Q1 | $9.35M | Buy |
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|
2018
Q4 | $832K | Hold |
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|
2018
Q3 | $812K | Sell |
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|
2018
Q2 | $779K | Buy |
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|
2018
Q1 | $763K | Buy |
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|
2017
Q4 | $700K | Buy |
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|
2017
Q3 | $673K | Hold |
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|
2017
Q2 | $671K | Sell |
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|
2017
Q1 | $643K | Hold |
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|
2016
Q4 | $629K | Hold |
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|
2016
Q3 | $642K | Buy |
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|
2016
Q2 | $679K | Sell |
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|
2016
Q1 | $760K | Sell |
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|
2015
Q4 | $711K | Buy |
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|
2015
Q3 | $660K | Buy |
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|
2015
Q2 | $489K | Hold |
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|
2015
Q1 | $505K | Sell |
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|
2014
Q4 | $531K | Sell |
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|
2014
Q3 | $653K | Sell |
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|
2014
Q2 | $655K | Sell |
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|
2014
Q1 | $605K | Sell |
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|
2013
Q4 | $647K | Sell |
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|
2013
Q3 | $8.18M | Sell |
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|
2013
Q2 | $11.2M | Buy |
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