John G. Ullman & Associates’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 | $389K | Sell |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $347K | Sell |
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|
2024
Q3 | $412K | Buy |
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|
2024
Q2 | $362K | Sell |
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|
2024
Q1 | $508K | Buy |
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|
2023
Q4 | $476K | Buy |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $682K | Sell |
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|
2023
Q1 | $708K | Buy |
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|
2022
Q4 | $401K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $408K | Hold |
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|
2019
Q1 | $375K | Sell |
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|
2018
Q4 | $855K | Hold |
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|
2018
Q3 | $834K | Buy |
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|
2018
Q2 | $364K | Sell |
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|
2018
Q1 | $378K | Sell |
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|
2017
Q4 | $450K | Sell |
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|
2017
Q3 | $1.02M | Sell |
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|
2017
Q2 | $1.04M | Sell |
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|
2017
Q1 | $1.32M | Sell |
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|
2016
Q4 | $1.31M | Buy |
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|
2016
Q3 | $1.33M | Sell |
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|
2016
Q2 | $1.52M | Sell |
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|
2016
Q1 | $1.78M | Sell |
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|
2015
Q4 | $17.8M | Sell |
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|
2015
Q3 | $17M | Sell |
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|
2015
Q2 | $17.4M | Buy |
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|
2015
Q1 | $16.9M | Buy |
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|
2014
Q4 | $15.9M | Sell |
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|
2014
Q3 | $16.3M | Sell |
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|
2014
Q2 | $16.5M | Buy |
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|
2014
Q1 | $14.4M | Buy |
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|
2013
Q4 | $14.1M | Buy |
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|
2013
Q3 | $12.6M | Buy |
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|
2013
Q2 | $12.2M | Buy |
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