Marathon 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 | $1.22M | Sell |
17,220
-400
| -2% | -$28.3K | 0.31% | 60 |
|
|
2025
Q1 | $1.26M | Sell |
17,620
-50
| -0.3% | -$3.58K | 0.34% | 59 |
|
|
2024
Q4 | $1.1M | Buy |
17,670
+200
| +1% | +$12.5K | 0.27% | 62 |
|
|
2024
Q3 | $1.26M | Sell |
17,470
-50
| -0.3% | -$3.59K | 0.3% | 60 |
|
|
2024
Q2 | $1.12M | Sell |
17,520
-750
| -4% | -$47.7K | 0.28% | 64 |
|
|
2024
Q1 | $1.12M | Hold |
18,270
| – | – | 0.27% | 66 |
|
|
2023
Q4 | $1.08M | Buy |
18,270
+2,042
| +13% | +$120K | 0.27% | 71 |
|
|
2023
Q3 | $908K | Sell |
16,228
-25
| -0.2% | -$1.4K | 0.23% | 75 |
|
|
2023
Q2 | $979K | Sell |
16,253
-50
| -0.3% | -$3.01K | 0.24% | 70 |
|
|
2023
Q1 | $1.01M | Sell |
16,303
-163
| -1% | -$10.1K | 0.25% | 71 |
|
|
2022
Q4 | $1.05M | Buy |
16,466
+658
| +4% | +$41.9K | 0.29% | 63 |
|
|
2022
Q3 | $886K | Hold |
15,808
| – | – | 0.25% | 71 |
|
|
2022
Q2 | $994K | Sell |
15,808
-37
| -0.2% | -$2.33K | 0.32% | 61 |
|
|
2022
Q1 | $982K | Buy |
15,845
+35
| +0.2% | +$2.17K | 0.28% | 59 |
|
|
2021
Q4 | $936K | Sell |
15,810
-49
| -0.3% | -$2.9K | 0.22% | 67 |
|
|
2021
Q3 | $833K | Buy |
15,859
+901
| +6% | +$47.3K | 0.19% | 74 |
|
|
2021
Q2 | $809K | Sell |
14,958
-999
| -6% | -$54K | 0.19% | 68 |
|
|
2021
Q1 | $841K | Buy |
15,957
+300
| +2% | +$15.8K | 0.22% | 65 |
|
|
2020
Q4 | $858K | Sell |
15,657
-337
| -2% | -$18.5K | 0.25% | 62 |
|
|
2020
Q3 | $789K | Sell |
15,994
-391
| -2% | -$19.3K | 0.29% | 55 |
|
|
2020
Q2 | $732K | Sell |
16,385
-12
| -0.1% | -$536 | 0.28% | 54 |
|
|
2020
Q1 | $725K | Sell |
16,397
-50
| -0.3% | -$2.21K | 0.33% | 47 |
|
|
2019
Q4 | $910K | Buy |
16,447
+5,688
| +53% | +$315K | 0.31% | 53 |
|
|
2019
Q3 | $586K | Sell |
10,759
-92
| -0.8% | -$5.01K | 0.24% | 55 |
|
|
2019
Q2 | $552K | Buy |
10,851
+712
| +7% | +$36.2K | 0.23% | 59 |
|
|
2019
Q1 | $475K | Hold |
10,139
| – | – | 0.21% | 59 |
|
|
2018
Q4 | $480K | Sell |
10,139
-381
| -4% | -$18K | 0.24% | 55 |
|
|
2018
Q3 | $485K | Sell |
10,520
-89
| -0.8% | -$4.1K | 0.19% | 62 |
|
|
2018
Q2 | $465K | Sell |
10,609
-165
| -2% | -$7.23K | 0.18% | 60 |
|
|
2018
Q1 | $467K | Sell |
10,774
-461
| -4% | -$20K | 0.18% | 58 |
|
|
2017
Q4 | $515K | Buy |
11,235
+19
| +0.2% | +$871 | 0.2% | 52 |
|
|
2017
Q3 | $505K | Buy |
11,216
+9
| +0.1% | +$405 | 0.21% | 46 |
|
|
2017
Q2 | $503K | Sell |
11,207
-18
| -0.2% | -$808 | 0.24% | 46 |
|
|
2017
Q1 | $476K | Sell |
11,225
-25
| -0.2% | -$1.06K | 0.24% | 46 |
|
|
2016
Q4 | $466K | Buy |
11,250
+19
| +0.2% | +$787 | 0.22% | 45 |
|
|
2016
Q3 | $475K | Sell |
11,231
-41
| -0.4% | -$1.73K | 0.24% | 47 |
|
|
2016
Q2 | $511K | Sell |
11,272
-117
| -1% | -$5.3K | 0.26% | 43 |
|
|
2016
Q1 | $528K | Buy |
11,389
+100
| +0.9% | +$4.64K | 0.27% | 44 |
|
|
2015
Q4 | $484K | Sell |
11,289
-283
| -2% | -$12.1K | 0.26% | 45 |
|
|
2015
Q3 | $464K | Hold |
11,572
| – | – | 0.24% | 48 |
|
|
2015
Q2 | $454K | Sell |
11,572
-141
| -1% | -$5.53K | 0.21% | 48 |
|
|
2015
Q1 | $475K | Buy |
11,713
+1,811
| +18% | +$73.4K | 0.21% | 47 |
|
|
2014
Q4 | $418K | Sell |
9,902
-334
| -3% | -$14.1K | 0.39% | 48 |
|
|
2014
Q3 | $437K | Sell |
10,236
-293
| -3% | -$12.5K | 0.39% | 45 |
|
|
2014
Q2 | $446K | Sell |
10,529
-602
| -5% | -$25.5K | 0.36% | 45 |
|
|
2014
Q1 | $430K | Sell |
11,131
-100
| -0.9% | -$3.86K | 0.32% | 42 |
|
|
2013
Q4 | $464K | Sell |
11,231
-1,006
| -8% | -$41.6K | 0.33% | 43 |
|
|
2013
Q3 | $464K | Sell |
12,237
-233
| -2% | -$8.84K | 0.4% | 42 |
|
|
2013
Q2 | $500K | Buy |
+12,470
| New | +$500K | 0.43% | 42 |
|