Laurie J. Hall Trustee’s Coca-Cola KO Stock Holding History

Laurie J. Hall Trustee’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$421K	Sell	5,950 -200	-3%	-$14.2K	0.14%	86
2025 Q1	$440K	Sell	6,150 -100	-2%	-$7.16K	0.16%	85
2024 Q4	$389K	Sell	6,250 -300	-5%	-$18.7K	0.13%	95
2024 Q3	$471K	Buy	6,550 +2,500	+62%	+$180K	0.15%	88
2024 Q2	$258K	Hold	4,050	–	–	0.09%	102
2024 Q1	$248K	Sell	4,050 -200	-5%	-$12.2K	0.09%	102
2023 Q4	$250K	Hold	4,250	–	–	0.1%	101
2023 Q3	$238K	Hold	4,250	–	–	0.1%	93
2023 Q2	$256K	Hold	4,250	–	–	0.1%	91
2023 Q1	$264K	Sell	4,250 -200	-4%	-$12.4K	0.11%	90
2022 Q4	$283K	Hold	4,450	–	–	0.13%	87
2022 Q3	$249K	Hold	4,450	–	–	0.12%	86
2022 Q2	$280K	Sell	4,450 -150	-3%	-$9.44K	0.13%	86
2022 Q1	$285K	Sell	4,600 -150	-3%	-$9.29K	0.11%	95
2021 Q4	$282K	Hold	4,750	–	–	0.1%	97
2021 Q3	$249K	Hold	4,750	–	–	0.1%	100
2021 Q2	$257K	Hold	4,750	–	–	0.1%	100
2021 Q1	$250K	Sell	4,750 -295	-6%	-$15.5K	0.1%	105
2020 Q4	$277K	Hold	5,045	–	–	0.11%	96
2020 Q3	$250K	Buy	+5,045	New	+$250K	0.11%	96
2019 Q4	$290K	Buy	5,235 +400	+8%	+$22.2K	0.13%	93
2019 Q3	$263K	Hold	4,835	–	–	0.13%	98
2019 Q2	$247K	Hold	4,835	–	–	0.13%	97
2019 Q1	$227K	Hold	4,835	–	–	0.12%	100
2018 Q4	$240K	Hold	4,835	–	–	0.13%	96
2018 Q3	$223K	Hold	4,835	–	–	0.12%	104
2018 Q2	$212K	Hold	4,835	–	–	0.12%	100
2018 Q1	$210K	Hold	4,835	–	–	0.13%	92
2017 Q4	$222K	Hold	4,835	–	–	0.13%	99
2017 Q3	$218K	Hold	4,835	–	–	0.14%	85
2017 Q2	$217K	Sell	4,835 -1,750	-27%	-$78.5K	0.14%	88
2017 Q1	$280K	Sell	6,585 -2,320	-26%	-$98.8K	0.18%	81
2016 Q4	$372K	Buy	+8,905	New	+$372K	0.24%	69
2016 Q2	$406K	Hold	8,905	–	–	0.26%	66
2016 Q1	$397K	Sell	8,905 -65	-0.7%	-$2.9K	0.25%	67
2015 Q4	$389K	Buy	8,970 +65	+0.7%	+$2.82K	0.28%	64
2015 Q3	$357K	Hold	8,905	–	–	0.29%	65
2015 Q2	$349K	Hold	8,905	–	–	0.25%	71
2015 Q1	$361K	Hold	8,905	–	–	0.26%	67
2014 Q4	$375K	Hold	8,905	–	–	0.27%	65
2014 Q3	$380K	Hold	8,905	–	–	0.29%	62
2014 Q2	$378K	Hold	8,905	–	–	0.28%	60
2014 Q1	$345K	Sell	8,905 -3,625	-29%	-$140K	0.27%	65
2013 Q4	$518K	Hold	12,530	–	–	0.4%	56
2013 Q3	$474K	Hold	12,530	–	–	0.4%	53
2013 Q2	$502K	Buy	+12,530	New	+$502K	0.44%	51