L. Roy Papp & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.28M | Buy |
30,035
+1,055
| +4% | +$79.8K | 0.26% | 62 |
|
|
2025
Q4 | $2.03M | Buy |
28,980
+31
| +0.1% | +$2.16K | 0.22% | 68 |
|
|
2025
Q3 | $1.92M | Buy |
28,949
+15
| +0.1% | +$1.03K | 0.22% | 68 |
|
|
2025
Q2 | $2.05M | Buy |
28,934
+14
| +0% | +$997 | 0.24% | 67 |
|
|
2025
Q1 | $2.07M | Buy |
28,920
+103
| +0.4% | +$6.88K | 0.25% | 64 |
|
|
2024
Q4 | $1.79M | Buy |
28,817
+29
| +0.1% | +$1.89K | 0.21% | 71 |
|
|
2024
Q3 | $2.07M | Sell |
28,788
-1,235
| -4% | -$84.6K | 0.25% | 67 |
|
|
2024
Q2 | $1.91M | Buy |
30,023
+16
| +0.1% | +$990 | 0.23% | 70 |
|
|
2024
Q1 | $1.84M | Buy |
30,007
+192
| +0.6% | +$11.5K | 0.22% | 76 |
|
|
2023
Q4 | $1.76M | Sell |
29,815
-3,718
| -11% | -$211K | 0.22% | 73 |
|
|
2023
Q3 | $1.88M | Buy |
33,533
+955
| +3% | +$57.3K | 0.25% | 67 |
|
|
2023
Q2 | $1.96M | Buy |
32,578
+15
| +0% | +$933 | 0.25% | 69 |
|
|
2023
Q1 | $2.02M | Hold |
32,563
| – | – | 0.27% | 68 |
|
|
2022
Q4 | $2.07M | Sell |
32,563
-4,611
| -12% | -$278K | 0.29% | 66 |
|
|
2022
Q3 | $2.08M | Buy |
37,174
+545
| +1% | +$33.9K | 0.31% | 63 |
|
|
2022
Q2 | $2.3M | Buy |
36,629
+141
| +0.4% | +$8.94K | 0.33% | 59 |
|
|
2022
Q1 | $2.26M | Sell |
36,488
-1
| -0% | -$61 | 0.28% | 67 |
|
|
2021
Q4 | $2.16M | Buy |
36,489
+32
| +0.1% | +$1.78K | 0.25% | 74 |
|
|
2021
Q3 | $1.91M | Buy |
36,457
+14
| +0% | +$780 | 0.24% | 75 |
|
|
2021
Q2 | $1.97M | Sell |
36,443
-46
| -0.1% | -$2.5K | 0.25% | 72 |
|
|
2021
Q1 | $1.92M | Buy |
36,489
+215
| +0.6% | +$10.8K | 0.28% | 72 |
|
|
2020
Q4 | $1.99M | Buy |
36,274
+452
| +1% | +$23.4K | 0.23% | 75 |
|
|
2020
Q3 | $1.77M | Buy |
35,822
+7,042
| +24% | +$339K | 0.23% | 72 |
|
|
2020
Q2 | $1.29M | Sell |
28,780
-406
| -1% | -$18.7K | 0.18% | 85 |
|
|
2020
Q1 | $1.29M | Sell |
29,186
-40
| -0.1% | -$2.16K | 0.24% | 81 |
|
|
2019
Q4 | $1.62M | Sell |
29,226
-389
| -1% | -$20.9K | 0.23% | 78 |
|
|
2019
Q3 | $1.61M | Buy |
29,615
+13
| +0% | +$696 | 0.25% | 78 |
|
|
2019
Q2 | $1.51M | Buy |
29,602
+13,507
| +84% | +$662K | 0.24% | 81 |
|
|
2019
Q1 | $754K | Sell |
16,095
-500
| -3% | -$23.4K | 0.14% | 94 |
|
|
2018
Q4 | $786K | Sell |
16,595
-673
| -4% | -$32.2K | 0.16% | 89 |
|
|
2018
Q3 | $798K | Buy |
17,268
+14
| +0.1% | +$640 | 0.14% | 95 |
|
|
2018
Q2 | $757K | Sell |
17,254
-8,047
| -32% | -$348K | 0.14% | 97 |
|
|
2018
Q1 | $1.1M | Buy |
25,301
+6,926
| +38% | +$311K | 0.21% | 82 |
|
|
2017
Q4 | $843K | Buy |
18,375
+27
| +0.1% | +$1.24K | 0.17% | 92 |
|
|
2017
Q3 | $826K | Sell |
18,348
-587
| -3% | -$26.7K | 0.18% | 82 |
|
|
2017
Q2 | $849K | Buy |
18,935
+14
| +0.1% | +$619 | 0.18% | 83 |
|
|
2017
Q1 | $803K | Sell |
18,921
-550
| -3% | -$22.9K | 0.18% | 86 |
|
|
2016
Q4 | $807K | Buy |
19,471
+361
| +2% | +$15K | 0.18% | 89 |
|
|
2016
Q3 | $809K | Sell |
19,110
-188
| -1% | -$8.24K | 0.19% | 86 |
|
|
2016
Q2 | $875K | Sell |
19,298
-689
| -3% | -$31.1K | 0.21% | 88 |
|
|
2016
Q1 | $927K | Sell |
19,987
-2,000
| -9% | -$87K | 0.22% | 83 |
|
|
2015
Q4 | $945K | Buy |
21,987
+224
| +1% | +$9.51K | 0.23% | 81 |
|
|
2015
Q3 | $873K | Buy |
21,763
+5,543
| +34% | +$222K | 0.22% | 78 |
|
|
2015
Q2 | $636K | Buy |
16,220
+12
| +0.1% | +$488 | 0.14% | 95 |
|
|
2015
Q1 | $657K | Sell |
16,208
-400
| -2% | -$16.7K | 0.14% | 98 |
|
|
2014
Q4 | $701K | Buy |
16,608
+30
| +0.2% | +$1.28K | 0.15% | 95 |
|
|
2014
Q3 | $707K | Sell |
16,578
-384
| -2% | -$15.9K | 0.16% | 92 |
|
|
2014
Q2 | $718K | Sell |
16,962
-1,982
| -10% | -$80.4K | 0.16% | 92 |
|
|
2014
Q1 | $732K | Buy |
18,944
+4,225
| +29% | +$163K | 0.17% | 87 |
|
|
2013
Q4 | $608K | Buy |
14,719
+128
| +0.9% | +$5.05K | 0.13% | 91 |
|
|
2013
Q3 | $553K | Buy |
14,591
+15
| +0.1% | +$593 | 0.13% | 92 |
|
|
2013
Q2 | $585K | Buy |
+14,576
| New | +$603K | 0.15% | 89 |
|
Other funds holding KO
VCM
VPM
