Loring Wolcott & Coolidge Fiduciary Advisors’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 | $8.07M | Sell |
114,041
-158
| -0.1% | -$11.2K | 0.07% | 75 |
|
|
2025
Q1 | $8.37M | Sell |
114,199
-613
| -0.5% | -$44.9K | 0.08% | 71 |
|
|
2024
Q4 | $7.33M | Sell |
114,812
-3,880
| -3% | -$248K | 0.06% | 83 |
|
|
2024
Q3 | $7.99M | Sell |
118,692
-1,148
| -1% | -$77.3K | 0.07% | 79 |
|
|
2024
Q2 | $7.7M | Buy |
119,840
+3,756
| +3% | +$241K | 0.07% | 74 |
|
|
2024
Q1 | $7.03M | Sell |
116,084
-3,101
| -3% | -$188K | 0.07% | 73 |
|
|
2023
Q4 | $7.09M | Sell |
119,185
-7,087
| -6% | -$422K | 0.07% | 72 |
|
|
2023
Q3 | $7.21M | Sell |
126,272
-6,497
| -5% | -$371K | 0.08% | 73 |
|
|
2023
Q2 | $8M | Sell |
132,769
-844
| -0.6% | -$50.8K | 0.09% | 70 |
|
|
2023
Q1 | $8.29M | Buy |
133,613
+143
| +0.1% | +$8.87K | 0.1% | 69 |
|
|
2022
Q4 | $8.49M | Buy |
133,470
+600
| +0.5% | +$38.2K | 0.11% | 70 |
|
|
2022
Q3 | $7.44M | Sell |
132,870
-1,058
| -0.8% | -$59.3K | 0.1% | 70 |
|
|
2022
Q2 | $8.43M | Sell |
133,928
-2,275
| -2% | -$143K | 0.1% | 68 |
|
|
2022
Q1 | $8.45M | Buy |
136,203
+2,009
| +1% | +$125K | 0.09% | 73 |
|
|
2021
Q4 | $7.95M | Buy |
134,194
+5,594
| +4% | +$331K | 0.07% | 77 |
|
|
2021
Q3 | $6.75M | Sell |
128,600
-5,137
| -4% | -$270K | 0.07% | 77 |
|
|
2021
Q2 | $7.24M | Buy |
133,737
+7,320
| +6% | +$396K | 0.07% | 77 |
|
|
2021
Q1 | $6.66M | Sell |
126,417
-5,205
| -4% | -$274K | 0.07% | 77 |
|
|
2020
Q4 | $7.22M | Sell |
131,622
-3,527
| -3% | -$193K | 0.08% | 73 |
|
|
2020
Q3 | $6.67M | Sell |
135,149
-826
| -0.6% | -$40.8K | 0.08% | 70 |
|
|
2020
Q2 | $6.08M | Sell |
135,975
-1,476
| -1% | -$65.9K | 0.08% | 74 |
|
|
2020
Q1 | $6.08M | Sell |
137,451
-9,376
| -6% | -$415K | 0.1% | 72 |
|
|
2019
Q4 | $8.13M | Buy |
146,827
+5,465
| +4% | +$302K | 0.11% | 72 |
|
|
2019
Q3 | $7.7M | Buy |
141,362
+2,306
| +2% | +$126K | 0.11% | 71 |
|
|
2019
Q2 | $7.08M | Buy |
139,056
+294
| +0.2% | +$15K | 0.1% | 77 |
|
|
2019
Q1 | $6.5M | Sell |
138,762
-3,082
| -2% | -$144K | 0.1% | 84 |
|
|
2018
Q4 | $6.72M | Buy |
141,844
+1,148
| +0.8% | +$54.4K | 0.12% | 83 |
|
|
2018
Q3 | $6.5M | Sell |
140,696
-5,956
| -4% | -$275K | 0.1% | 85 |
|
|
2018
Q2 | $6.43M | Sell |
146,652
-20,062
| -12% | -$880K | 0.11% | 85 |
|
|
2018
Q1 | $7.24M | Sell |
166,714
-44,888
| -21% | -$1.95M | 0.13% | 86 |
|
|
2017
Q4 | $9.71M | Sell |
211,602
-14,102
| -6% | -$647K | 0.18% | 76 |
|
|
2017
Q3 | $10.2M | Sell |
225,704
-24,037
| -10% | -$1.08M | 0.2% | 71 |
|
|
2017
Q2 | $11.4M | Sell |
249,741
-9,674
| -4% | -$443K | 0.23% | 67 |
|
|
2017
Q1 | $11M | Sell |
259,415
-1,635
| -0.6% | -$69.4K | 0.23% | 66 |
|
|
2016
Q4 | $10.8M | Sell |
261,050
-2,320
| -0.9% | -$96.2K | 0.24% | 65 |
|
|
2016
Q3 | $11.1M | Sell |
263,370
-1,240
| -0.5% | -$52.5K | 0.25% | 63 |
|
|
2016
Q2 | $12M | Sell |
264,610
-8,094
| -3% | -$367K | 0.28% | 63 |
|
|
2016
Q1 | $12.7M | Sell |
272,704
-3,510
| -1% | -$163K | 0.3% | 64 |
|
|
2015
Q4 | $11.9M | Sell |
276,214
-16,942
| -6% | -$728K | 0.29% | 64 |
|
|
2015
Q3 | $11.5M | Hold |
293,156
| – | – | 0.29% | 64 |
|
|
2015
Q2 | $11.5M | Sell |
293,156
-6,908
| -2% | -$271K | 0.29% | 64 |
|
|
2015
Q1 | $12.2M | Sell |
300,064
-42,938
| -13% | -$1.74M | 0.31% | 63 |
|
|
2014
Q4 | $14.5M | Sell |
343,002
-13,303
| -4% | -$562K | 0.37% | 58 |
|
|
2014
Q3 | $15.2M | Sell |
356,305
-21,174
| -6% | -$903K | 0.41% | 56 |
|
|
2014
Q2 | $16M | Sell |
377,479
-44,794
| -11% | -$1.9M | 0.43% | 55 |
|
|
2014
Q1 | $16.3M | Buy |
422,273
+4,041
| +1% | +$156K | 0.45% | 53 |
|
|
2013
Q4 | $17.3M | Sell |
418,232
-12,634
| -3% | -$522K | 0.48% | 51 |
|
|
2013
Q3 | $16.3M | Sell |
430,866
-12,028
| -3% | -$456K | 0.5% | 52 |
|
|
2013
Q2 | $17.8M | Buy |
+442,894
| New | +$17.8M | 0.56% | 52 |
|