Liberty Capital Management’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 | $280K | Buy |
3,961
+70
| +2% | +$4.95K | 0.06% | 145 |
|
|
2025
Q1 | $279K | Buy |
3,891
+44
| +1% | +$3.15K | 0.06% | 140 |
|
|
2024
Q4 | $240K | Sell |
3,847
-257
| -6% | -$16K | 0.05% | 149 |
|
|
2024
Q3 | $295K | Sell |
4,104
-215
| -5% | -$15.5K | 0.07% | 128 |
|
|
2024
Q2 | $275K | Buy |
4,319
+155
| +4% | +$9.87K | 0.07% | 132 |
|
|
2024
Q1 | $255K | Hold |
4,164
| – | – | 0.06% | 136 |
|
|
2023
Q4 | $245K | Hold |
4,164
| – | – | 0.06% | 139 |
|
|
2023
Q3 | $233K | Hold |
4,164
| – | – | 0.07% | 136 |
|
|
2023
Q2 | $251K | Hold |
4,164
| – | – | 0.08% | 131 |
|
|
2023
Q1 | $258K | Sell |
4,164
-1,000
| -19% | -$62K | 0.09% | 117 |
|
|
2022
Q4 | $328K | Hold |
5,164
| – | – | 0.11% | 111 |
|
|
2022
Q3 | $289K | Hold |
5,164
| – | – | 0.11% | 108 |
|
|
2022
Q2 | $325K | Hold |
5,164
| – | – | 0.12% | 106 |
|
|
2022
Q1 | $320K | Hold |
5,164
| – | – | 0.09% | 111 |
|
|
2021
Q4 | $306K | Hold |
5,164
| – | – | 0.08% | 117 |
|
|
2021
Q3 | $271K | Hold |
5,164
| – | – | 0.08% | 113 |
|
|
2021
Q2 | $279K | Hold |
5,164
| – | – | 0.08% | 116 |
|
|
2021
Q1 | $272K | Hold |
5,164
| – | – | 0.09% | 113 |
|
|
2020
Q4 | $283K | Buy |
+5,164
| New | +$283K | 0.1% | 113 |
|
|
2020
Q2 | $219K | Hold |
4,907
| – | – | 0.09% | 110 |
|
|
2020
Q1 | $217K | Hold |
4,907
| – | – | 0.11% | 104 |
|
|
2019
Q4 | $272K | Hold |
4,907
| – | – | 0.11% | 112 |
|
|
2019
Q3 | $267K | Hold |
4,907
| – | – | 0.12% | 110 |
|
|
2019
Q2 | $250K | Buy |
+4,907
| New | +$250K | 0.11% | 113 |
|
|
2018
Q1 | – | Sell |
-3,607
| Closed | -$166K | – | 175 |
|
|
2017
Q4 | $166K | Buy |
3,607
+700
| +24% | +$32.2K | 0.09% | 125 |
|
|
2017
Q3 | $135K | Hold |
2,907
| – | – | 0.07% | 136 |
|
|
2017
Q2 | $129K | Hold |
2,907
| – | – | 0.08% | 130 |
|
|
2017
Q1 | $123K | Hold |
2,907
| – | – | 0.07% | 125 |
|
|
2016
Q4 | $120K | Hold |
2,907
| – | – | 0.08% | 120 |
|
|
2016
Q3 | $122K | Sell |
2,907
-6,000
| -67% | -$252K | 0.08% | 119 |
|
|
2016
Q2 | $404K | Buy |
+8,907
| New | +$404K | 0.27% | 82 |
|
|
2014
Q1 | – | Sell |
-6,670
| Closed | -$276K | – | 99 |
|
|
2013
Q4 | $276K | Sell |
6,670
-500
| -7% | -$20.7K | 0.2% | 90 |
|
|
2013
Q3 | $272K | Sell |
7,170
-1,000
| -12% | -$37.9K | 0.22% | 88 |
|
|
2013
Q2 | $328K | Buy |
+8,170
| New | +$328K | 0.28% | 78 |
|