Kimelman & Baird’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 | $578K | Hold |
8,170
| – | – | 0.05% | 86 |
|
2025
Q1 | $585K | Hold |
8,170
| – | – | 0.05% | 84 |
|
2024
Q4 | $509K | Sell |
8,170
-1,500
| -16% | -$93.4K | 0.04% | 95 |
|
2024
Q3 | $695K | Hold |
9,670
| – | – | 0.06% | 86 |
|
2024
Q2 | $616K | Buy |
+9,670
| New | +$616K | 0.05% | 88 |
|
2021
Q2 | $447K | Buy |
+8,258
| New | +$447K | 0.04% | 84 |
|
2019
Q3 | $408K | Hold |
7,500
| – | – | 0.06% | 78 |
|
2019
Q2 | $382K | Hold |
7,500
| – | – | 0.05% | 80 |
|
2019
Q1 | $351K | Hold |
7,500
| – | – | 0.05% | 81 |
|
2018
Q4 | $355K | Hold |
7,500
| – | – | 0.06% | 79 |
|
2018
Q3 | $346K | Hold |
7,500
| – | – | 0.04% | 80 |
|
2018
Q2 | $329K | Buy |
+7,500
| New | +$329K | 0.04% | 86 |
|
2017
Q4 | $344K | Hold |
7,500
| – | – | 0.05% | 91 |
|
2017
Q3 | $338K | Hold |
7,500
| – | – | 0.05% | 95 |
|
2017
Q2 | $336K | Hold |
7,500
| – | – | 0.05% | 96 |
|
2017
Q1 | $318K | Sell |
7,500
-600
| -7% | -$25.4K | 0.05% | 95 |
|
2016
Q4 | $336K | Hold |
8,100
| – | – | 0.06% | 90 |
|
2016
Q3 | $343K | Hold |
8,100
| – | – | 0.06% | 78 |
|
2016
Q2 | $367K | Sell |
8,100
-500
| -6% | -$22.7K | 0.07% | 78 |
|
2016
Q1 | $399K | Hold |
8,600
| – | – | 0.07% | 82 |
|
2015
Q4 | $369K | Buy |
+8,600
| New | +$369K | 0.07% | 84 |
|
2015
Q2 | $337K | Buy |
+8,600
| New | +$337K | 0.06% | 94 |
|