JIC
Joel Isaacson & Co’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
21,538
+444
| +2% | +$31.4K | 0.06% | 126 |
|
|
2025
Q1 | $1.51M | Buy |
21,094
+3,675
| +21% | +$263K | 0.07% | 117 |
|
|
2024
Q4 | $1.08M | Buy |
17,419
+73
| +0.4% | +$4.55K | 0.05% | 143 |
|
|
2024
Q3 | $1.25M | Sell |
17,346
-220
| -1% | -$15.8K | 0.06% | 126 |
|
|
2024
Q2 | $1.12M | Sell |
17,566
-3,510
| -17% | -$223K | 0.06% | 123 |
|
|
2024
Q1 | $1.29M | Sell |
21,076
-287
| -1% | -$17.6K | 0.07% | 116 |
|
|
2023
Q4 | $1.26M | Buy |
21,363
+216
| +1% | +$12.7K | 0.08% | 106 |
|
|
2023
Q3 | $1.18M | Buy |
21,147
+314
| +2% | +$17.6K | 0.08% | 104 |
|
|
2023
Q2 | $1.25M | Buy |
20,833
+5
| +0% | +$301 | 0.08% | 103 |
|
|
2023
Q1 | $1.29M | Sell |
20,828
-150
| -0.7% | -$9.31K | 0.09% | 96 |
|
|
2022
Q4 | $1.33M | Buy |
20,978
+8
| +0% | +$509 | 0.1% | 89 |
|
|
2022
Q3 | $1.18M | Buy |
20,970
+435
| +2% | +$24.4K | 0.1% | 89 |
|
|
2022
Q2 | $1.29M | Buy |
20,535
+990
| +5% | +$62.3K | 0.11% | 83 |
|
|
2022
Q1 | $1.26M | Buy |
19,545
+4
| +0% | +$258 | 0.09% | 98 |
|
|
2021
Q4 | $1.16M | Sell |
19,541
-118
| -0.6% | -$6.99K | 0.08% | 111 |
|
|
2021
Q3 | $1.03M | Buy |
19,659
+47
| +0.2% | +$2.47K | 0.08% | 111 |
|
|
2021
Q2 | $1.06M | Buy |
19,612
+1,083
| +6% | +$58.6K | 0.08% | 103 |
|
|
2021
Q1 | $977K | Sell |
18,529
-2,387
| -11% | -$126K | 0.09% | 95 |
|
|
2020
Q4 | $1.15M | Buy |
20,916
+610
| +3% | +$33.5K | 0.11% | 83 |
|
|
2020
Q3 | $1M | Sell |
20,306
-143
| -0.7% | -$7.06K | 0.13% | 79 |
|
|
2020
Q2 | $914K | Buy |
20,449
+155
| +0.8% | +$6.93K | 0.13% | 80 |
|
|
2020
Q1 | $898K | Sell |
20,294
-166
| -0.8% | -$7.35K | 0.16% | 69 |
|
|
2019
Q4 | $1.13M | Sell |
20,460
-196
| -0.9% | -$10.8K | 0.15% | 64 |
|
|
2019
Q3 | $1.13M | Sell |
20,656
-1,255
| -6% | -$68.4K | 0.16% | 65 |
|
|
2019
Q2 | $1.12M | Sell |
21,911
-320
| -1% | -$16.3K | 0.16% | 65 |
|
|
2019
Q1 | $1.04M | Sell |
22,231
-9
| -0% | -$422 | 0.15% | 80 |
|
|
2018
Q4 | $1.05M | Buy |
22,240
+1,659
| +8% | +$78.5K | 0.17% | 75 |
|
|
2018
Q3 | $951K | Sell |
20,581
-950
| -4% | -$43.9K | 0.15% | 72 |
|
|
2018
Q2 | $944K | Sell |
21,531
-571
| -3% | -$25K | 0.16% | 69 |
|
|
2018
Q1 | $960K | Sell |
22,102
-234
| -1% | -$10.2K | 0.17% | 62 |
|
|
2017
Q4 | $1.03M | Sell |
22,336
-246
| -1% | -$11.3K | 0.18% | 60 |
|
|
2017
Q3 | $1.02M | Sell |
22,582
-475
| -2% | -$21.4K | 0.19% | 59 |
|
|
2017
Q2 | $1.03M | Sell |
23,057
-291
| -1% | -$13.1K | 0.2% | 55 |
|
|
2017
Q1 | $991K | Sell |
23,348
-967
| -4% | -$41K | 0.19% | 54 |
|
|
2016
Q4 | $1.01M | Buy |
24,315
+880
| +4% | +$36.5K | 0.2% | 52 |
|
|
2016
Q3 | $992K | Sell |
23,435
-242
| -1% | -$10.2K | 0.2% | 50 |
|
|
2016
Q2 | $1.07M | Sell |
23,677
-625
| -3% | -$28.3K | 0.23% | 45 |
|
|
2016
Q1 | $1.13M | Hold |
24,302
| – | – | 0.25% | 44 |
|
|
2015
Q4 | $1.04M | Sell |
24,302
-72
| -0.3% | -$3.09K | 0.26% | 48 |
|
|
2015
Q3 | $978K | Buy |
24,374
+231
| +1% | +$9.27K | 0.26% | 45 |
|
|
2015
Q2 | $947K | Sell |
24,143
-145
| -0.6% | -$5.69K | 0.24% | 47 |
|
|
2015
Q1 | $985K | Sell |
24,288
-108
| -0.4% | -$4.38K | 0.25% | 48 |
|
|
2014
Q4 | $1.03M | Sell |
24,396
-131
| -0.5% | -$5.53K | 0.28% | 44 |
|
|
2014
Q3 | $1.05M | Sell |
24,527
-229
| -0.9% | -$9.77K | 0.32% | 42 |
|
|
2014
Q2 | $1.05M | Buy |
24,756
+23
| +0.1% | +$975 | 0.33% | 40 |
|
|
2014
Q1 | $956K | Buy |
24,733
+682
| +3% | +$26.4K | 0.32% | 40 |
|
|
2013
Q4 | $994K | Sell |
24,051
-320
| -1% | -$13.2K | 0.36% | 36 |
|
|
2013
Q3 | $923K | Buy |
24,371
+161
| +0.7% | +$6.1K | 0.38% | 37 |
|
|
2013
Q2 | $971K | Buy |
+24,210
| New | +$971K | 0.46% | 34 |
|