Jacobs Levy Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $870K | Sell |
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|
2022
Q4 | $18.5M | Buy |
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|
2022
Q3 | $5.76M | Buy |
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|
2022
Q2 | $1.85M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.98M | Sell |
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|
2020
Q1 | $65.7M | Sell |
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|
2019
Q4 | $86.6M | Buy |
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|
2019
Q3 | $61.1M | Buy |
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|
2019
Q2 | $54.8M | Buy |
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|
2019
Q1 | $16.9M | Sell |
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|
2018
Q4 | $28.3M | Buy |
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|
2018
Q3 | $15.1M | Buy |
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|
2018
Q2 | $505K | Sell |
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|
2018
Q1 | $5.42M | Buy |
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|
2017
Q4 | $5.09M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.3M | Sell |
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|
2016
Q1 | $1.65M | Sell |
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|
2015
Q4 | $11.7M | Sell |
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|
2015
Q3 | $30.4M | Buy |
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|
2015
Q2 | $29.1M | Buy |
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|
2015
Q1 | $20.9M | Buy |
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|
2014
Q4 | $21.6M | Sell |
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|
2014
Q3 | $21.9M | Sell |
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|
2014
Q2 | $21.7M | Sell |
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|
2014
Q1 | $20.8M | Sell |
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|
2013
Q4 | $23M | Sell |
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|
2013
Q3 | $21.2M | Sell |
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|
2013
Q2 | $26.5M | Buy |
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