Kessler Investment Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
5,044
-250
| -5% | -$17.7K | 0.15% | 62 |
|
|
2025
Q1 | $379K | Sell |
5,294
-401
| -7% | -$28.7K | 0.19% | 60 |
|
|
2024
Q4 | $355K | Sell |
5,695
-137
| -2% | -$8.53K | 0.17% | 64 |
|
|
2024
Q3 | $419K | Sell |
5,832
-215
| -4% | -$15.5K | 0.22% | 60 |
|
|
2024
Q2 | $385K | Buy |
6,047
+294
| +5% | +$18.7K | 0.21% | 61 |
|
|
2024
Q1 | $352K | Buy |
5,753
+2,329
| +68% | +$142K | 0.22% | 56 |
|
|
2023
Q4 | $202K | Sell |
3,424
-43
| -1% | -$2.53K | 0.12% | 63 |
|
|
2023
Q3 | $194K | Buy |
3,467
+689
| +25% | +$38.6K | 0.16% | 54 |
|
|
2023
Q2 | $167K | Hold |
2,778
| – | – | 0.12% | 62 |
|
|
2023
Q1 | $172K | Buy |
2,778
+99
| +4% | +$6.14K | 0.12% | 73 |
|
|
2022
Q4 | $170K | Buy |
2,679
+167
| +7% | +$10.6K | 0.18% | 61 |
|
|
2022
Q3 | $141K | Buy |
2,512
+281
| +13% | +$15.8K | 0.12% | 72 |
|
|
2022
Q2 | $140K | Buy |
2,231
+871
| +64% | +$54.7K | 0.12% | 66 |
|
|
2022
Q1 | $84K | Buy |
1,360
+85
| +7% | +$5.25K | 0.05% | 95 |
|
|
2021
Q4 | $75K | Hold |
1,275
| – | – | 0.04% | 97 |
|
|
2021
Q3 | $67K | Hold |
1,275
| – | – | 0.05% | 98 |
|
|
2021
Q2 | $69K | Hold |
1,275
| – | – | 0.05% | 74 |
|
|
2021
Q1 | $67K | Sell |
1,275
-44
| -3% | -$2.31K | 0.09% | 55 |
|
|
2020
Q4 | $72K | Hold |
1,319
| – | – | 0.08% | 56 |
|
|
2020
Q3 | $65K | Sell |
1,319
-134
| -9% | -$6.6K | 0.07% | 58 |
|
|
2020
Q2 | $65K | Hold |
1,453
| – | – | 0.08% | 57 |
|
|
2020
Q1 | $64K | Sell |
1,453
-127
| -8% | -$5.59K | 0.08% | 49 |
|
|
2019
Q4 | $87K | Sell |
1,580
-109
| -6% | -$6K | 0.09% | 56 |
|
|
2019
Q3 | $92K | Buy |
1,689
+51
| +3% | +$2.78K | 0.1% | 51 |
|
|
2019
Q2 | $83K | Buy |
1,638
+81
| +5% | +$4.1K | 0.09% | 66 |
|
|
2019
Q1 | $73K | Sell |
1,557
-397
| -20% | -$18.6K | 0.07% | 68 |
|
|
2018
Q4 | $93K | Buy |
1,954
+80
| +4% | +$3.81K | 0.12% | 54 |
|
|
2018
Q3 | $87K | Buy |
1,874
+499
| +36% | +$23.2K | 0.09% | 78 |
|
|
2018
Q2 | $60K | Buy |
+1,375
| New | +$60K | 0.07% | 86 |
|
|
2015
Q3 | – | Sell |
-140
| Closed | -$5K | – | 110 |
|
|
2015
Q2 | $5K | Hold |
140
| – | – | 0.01% | 93 |
|
|
2015
Q1 | $6K | Hold |
140
| – | – | 0.01% | 88 |
|
|
2014
Q4 | $6K | Buy |
+140
| New | +$6K | 0.01% | 99 |
|
|
2013
Q4 | – | Sell |
-1,214
| Closed | -$46K | – | 157 |
|
|
2013
Q3 | $46K | Buy |
+1,214
| New | +$46K | 0.13% | 75 |
|