Marietta Investment Partners’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
$883K Hold
12,482
0.19% 96
2025
Q1
$894K Hold
12,482
0.22% 87
2024
Q4
$777K Hold
12,482
0.17% 99
2024
Q3
$897K Hold
12,482
0.19% 92
2024
Q2
$794K Hold
12,482
0.17% 94
2024
Q1
$764K Hold
12,482
0.17% 102
2023
Q4
$736K Sell
12,482
-400
-3% -$23.6K 0.18% 98
2023
Q3
$721K Sell
12,882
-270
-2% -$15.1K 0.2% 86
2023
Q2
$792K Hold
13,152
0.21% 86
2023
Q1
$816K Buy
13,152
+1,600
+14% +$99.2K 0.23% 85
2022
Q4
$735K Hold
11,552
0.21% 93
2022
Q3
$685K Buy
11,552
+820
+8% +$48.6K 0.2% 95
2022
Q2
$675K Sell
10,732
-2,290
-18% -$144K 0.2% 97
2022
Q1
$807K Hold
13,022
0.18% 99
2021
Q4
$771K Hold
13,022
0.16% 103
2021
Q3
$683K Sell
13,022
-1,000
-7% -$52.5K 0.16% 108
2021
Q2
$759K Hold
14,022
0.17% 98
2021
Q1
$739K Hold
14,022
0.18% 93
2020
Q4
$769K Sell
14,022
-1,235
-8% -$67.7K 0.2% 88
2020
Q3
$753K Buy
15,257
+4,235
+38% +$209K 0.23% 80
2020
Q2
$492K Buy
11,022
+1,100
+11% +$49.1K 0.16% 89
2020
Q1
$439K Sell
9,922
-300
-3% -$13.3K 0.19% 81
2019
Q4
$566K Hold
10,222
0.19% 89
2019
Q3
$556K Hold
10,222
0.19% 87
2019
Q2
$521K Hold
10,222
0.17% 92
2019
Q1
$479K Hold
10,222
0.15% 96
2018
Q4
$484K Buy
10,222
+4,090
+67% +$194K 0.19% 83
2018
Q3
$283K Hold
6,132
0.08% 124
2018
Q2
$269K Sell
6,132
-400
-6% -$17.5K 0.08% 123
2018
Q1
$284K Hold
6,532
0.09% 119
2017
Q4
$300K Hold
6,532
0.09% 123
2017
Q3
$294K Hold
6,532
0.09% 112
2017
Q2
$293K Hold
6,532
0.09% 116
2017
Q1
$277K Sell
6,532
-650
-9% -$27.6K 0.09% 118
2016
Q4
$298K Hold
7,182
0.1% 109
2016
Q3
$304K Hold
7,182
0.1% 121
2016
Q2
$326K Hold
7,182
0.12% 119
2016
Q1
$333K Hold
7,182
0.14% 103
2015
Q4
$309K Hold
7,182
0.12% 105
2015
Q3
$304K Hold
7,182
0.12% 102
2015
Q2
$282K Sell
7,182
-250
-3% -$9.82K 0.11% 104
2015
Q1
$301K Sell
7,432
-750
-9% -$30.4K 0.12% 100
2014
Q4
$345K Hold
8,182
0.14% 97
2014
Q3
$349K Hold
8,182
0.16% 80
2014
Q2
$347K Hold
8,182
0.14% 86
2014
Q1
$316K Hold
8,182
0.12% 104
2013
Q4
$338K Hold
8,182
0.12% 108
2013
Q3
$310K Sell
8,182
-1,620
-17% -$61.4K 0.12% 110
2013
Q2
$393K Buy
+9,802
New +$393K 0.17% 93