Jones Financial Companies’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 | $45.5M | Buy |
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|
2025
Q1 | $38M | Buy |
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|
2024
Q4 | $25.2M | Buy |
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|
2024
Q3 | $19.5M | Buy |
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|
2024
Q2 | $8.55M | Buy |
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|
2024
Q1 | $2.86M | Buy |
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|
2023
Q4 | $1.83M | Buy |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.34M | Buy |
|
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $999K | Buy |
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|
2020
Q4 | $869K | Sell |
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|
2020
Q3 | $816K | Buy |
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|
2020
Q2 | $602K | Buy |
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|
2020
Q1 | $590K | Sell |
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|
2019
Q4 | $872K | Buy |
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|
2019
Q3 | $831K | Sell |
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|
2019
Q2 | $840K | Buy |
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|
2019
Q1 | $742K | Buy |
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|
2018
Q4 | $704K | Sell |
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|
2018
Q3 | $864K | Sell |
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|
2018
Q2 | $874K | Sell |
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|
2018
Q1 | $976K | Sell |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.35M | Buy |
|
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|
2017
Q2 | $1.04M | Sell |
|
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|
2017
Q1 | $1.24M | Sell |
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|
2016
Q4 | $1.53M | Sell |
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|
2016
Q3 | $1.77M | Sell |
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|
2016
Q2 | $2.07M | Sell |
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|
2016
Q1 | $2.32M | Sell |
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|
2015
Q4 | $3.57M | Sell |
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|
2015
Q3 | $3.65M | Sell |
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|
2015
Q2 | $4.44M | Sell |
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|
2015
Q1 | $5.11M | Sell |
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|
2014
Q4 | $7.48M | Sell |
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|
2014
Q3 | $7.72M | Buy |
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|
2014
Q2 | $7.47M | Sell |
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|
2014
Q1 | $7.41M | Buy |
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|
2013
Q4 | $7.76M | Buy |
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|
2013
Q3 | $5.6M | Buy |
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|
2013
Q2 | $5.48M | Buy |
|