L.J. Altfest & Co’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 | $1.15M | Sell |
16,189
-139
| -0.9% | -$9.83K | 0.14% | 114 |
|
|
2025
Q1 | $1.17M | Sell |
16,328
-108
| -0.7% | -$7.74K | 0.15% | 112 |
|
|
2024
Q4 | $1.02M | Sell |
16,436
-9,429
| -36% | -$587K | 0.13% | 111 |
|
|
2024
Q3 | $1.86M | Buy |
25,865
+9,592
| +59% | +$689K | 0.25% | 71 |
|
|
2024
Q2 | $1.04M | Buy |
16,273
+72
| +0.4% | +$4.58K | 0.14% | 113 |
|
|
2024
Q1 | $991K | Buy |
16,201
+982
| +6% | +$60.1K | 0.14% | 121 |
|
|
2023
Q4 | $897K | Buy |
15,219
+418
| +3% | +$24.6K | 0.13% | 124 |
|
|
2023
Q3 | $829K | Sell |
14,801
-159
| -1% | -$8.91K | 0.13% | 126 |
|
|
2023
Q2 | $901K | Sell |
14,960
-397
| -3% | -$23.9K | 0.14% | 120 |
|
|
2023
Q1 | $953K | Sell |
15,357
-201
| -1% | -$12.5K | 0.15% | 102 |
|
|
2022
Q4 | $990K | Sell |
15,558
-71
| -0.5% | -$4.52K | 0.16% | 99 |
|
|
2022
Q3 | $876K | Buy |
15,629
+61
| +0.4% | +$3.42K | 0.16% | 96 |
|
|
2022
Q2 | $979K | Buy |
15,568
+847
| +6% | +$53.3K | 0.18% | 94 |
|
|
2022
Q1 | $913K | Sell |
14,721
-12,289
| -45% | -$762K | 0.16% | 100 |
|
|
2021
Q4 | $1.6M | Buy |
27,010
+10,569
| +64% | +$626K | 0.31% | 65 |
|
|
2021
Q3 | $863K | Sell |
16,441
-15
| -0.1% | -$787 | 0.18% | 94 |
|
|
2021
Q2 | $890K | Buy |
16,456
+371
| +2% | +$20.1K | 0.19% | 92 |
|
|
2021
Q1 | $848K | Sell |
16,085
-696
| -4% | -$36.7K | 0.2% | 93 |
|
|
2020
Q4 | $920K | Sell |
16,781
-1,395
| -8% | -$76.5K | 0.23% | 82 |
|
|
2020
Q3 | $897K | Sell |
18,176
-400
| -2% | -$19.7K | 0.24% | 75 |
|
|
2020
Q2 | $830K | Sell |
18,576
-17,209
| -48% | -$769K | 0.24% | 74 |
|
|
2020
Q1 | $1.58M | Buy |
35,785
+15,494
| +76% | +$685K | 0.5% | 34 |
|
|
2019
Q4 | $1.12M | Sell |
20,291
-75
| -0.4% | -$4.15K | 0.28% | 53 |
|
|
2019
Q3 | $1.11M | Sell |
20,366
-307
| -1% | -$16.7K | 0.29% | 53 |
|
|
2019
Q2 | $1.05M | Sell |
20,673
-32,804
| -61% | -$1.67M | 0.28% | 58 |
|
|
2019
Q1 | $2.49M | Buy |
53,477
+33,588
| +169% | +$1.56M | 0.61% | 27 |
|
|
2018
Q4 | $942K | Sell |
19,889
-101
| -0.5% | -$4.78K | 0.26% | 56 |
|
|
2018
Q3 | $923K | Buy |
19,990
+105
| +0.5% | +$4.85K | 0.27% | 66 |
|
|
2018
Q2 | $872K | Sell |
19,885
-1,107
| -5% | -$48.5K | 0.32% | 64 |
|
|
2018
Q1 | $912K | Sell |
20,992
-674
| -3% | -$29.3K | 0.39% | 58 |
|
|
2017
Q4 | $994K | Sell |
21,666
-546
| -2% | -$25.1K | 0.38% | 61 |
|
|
2017
Q3 | $1M | Buy |
22,212
+153
| +0.7% | +$6.89K | 0.49% | 54 |
|
|
2017
Q2 | $989K | Sell |
22,059
-379
| -2% | -$17K | 0.6% | 51 |
|
|
2017
Q1 | $952K | Buy |
22,438
+88
| +0.4% | +$3.73K | 0.38% | 61 |
|
|
2016
Q4 | $927K | Buy |
22,350
+779
| +4% | +$32.3K | 0.46% | 64 |
|
|
2016
Q3 | $913K | Buy |
21,571
+284
| +1% | +$12K | 0.61% | 55 |
|
|
2016
Q2 | $965K | Sell |
21,287
-4,206
| -16% | -$191K | 0.67% | 55 |
|
|
2016
Q1 | $1.18M | Sell |
25,493
-489
| -2% | -$22.7K | 1.22% | 34 |
|
|
2015
Q4 | $1.12M | Sell |
25,982
-314
| -1% | -$13.5K | 1.09% | 36 |
|
|
2015
Q3 | $1.06M | Buy |
26,296
+218
| +0.8% | +$8.75K | 1.04% | 39 |
|
|
2015
Q2 | $1.02M | Buy |
26,078
+1,238
| +5% | +$48.6K | 0.94% | 47 |
|
|
2015
Q1 | $1.01M | Buy |
24,840
+2,121
| +9% | +$86K | 0.94% | 42 |
|
|
2014
Q4 | $959K | Sell |
22,719
-33
| -0.1% | -$1.39K | 0.78% | 50 |
|
|
2014
Q3 | $978K | Buy |
22,752
+9
| +0% | +$387 | 0.96% | 44 |
|
|
2014
Q2 | $958K | Sell |
22,743
-214
| -0.9% | -$9.01K | 0.94% | 45 |
|
|
2014
Q1 | $887K | Sell |
22,957
-936
| -4% | -$36.2K | 0.82% | 47 |
|
|
2013
Q4 | $987K | Buy |
+23,893
| New | +$987K | 0.84% | 46 |
|