Middleton & Co’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $353K | Hold |
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|
2025
Q2 | $377K | Sell |
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|
2025
Q1 | $568K | Sell |
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|
2024
Q4 | $503K | Sell |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $594K | Buy |
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|
2024
Q1 | $525K | Hold |
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|
2023
Q4 | $505K | Hold |
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|
2023
Q3 | $480K | Sell |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $625K | Hold |
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|
2022
Q4 | $641K | Hold |
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|
2022
Q3 | $564K | Sell |
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|
2022
Q2 | $716K | Hold |
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|
2022
Q1 | $705K | Hold |
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|
2021
Q4 | $674K | Hold |
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|
2021
Q3 | $597K | Sell |
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|
2021
Q2 | $680K | Hold |
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|
2021
Q1 | $663K | Sell |
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|
2020
Q4 | $744K | Hold |
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|
2020
Q3 | $670K | Hold |
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|
2020
Q2 | $607K | Sell |
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|
2020
Q1 | $621K | Sell |
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|
2019
Q4 | $829K | Sell |
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|
2019
Q3 | $832K | Buy |
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|
2019
Q2 | $778K | Hold |
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|
2019
Q1 | $716K | Hold |
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|
2018
Q4 | $724K | Sell |
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|
2018
Q3 | $720K | Sell |
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|
2018
Q2 | $716K | Sell |
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|
2018
Q1 | $724K | Buy |
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|
2017
Q4 | $760K | Sell |
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|
2017
Q3 | $748K | Buy |
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|
2017
Q2 | $669K | Sell |
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|
2017
Q1 | $705K | Sell |
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|
2016
Q4 | $691K | Sell |
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|
2016
Q3 | $712K | Sell |
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|
2016
Q2 | $770K | Hold |
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|
2016
Q1 | $788K | Hold |
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|
2015
Q4 | $730K | Buy |
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|
2015
Q3 | $659K | Hold |
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|
2015
Q2 | $645K | Sell |
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|
2015
Q1 | $703K | Sell |
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|
2014
Q4 | $816K | Sell |
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|
2014
Q3 | $847K | Sell |
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|
2014
Q2 | $865K | Buy |
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|
2014
Q1 | $774K | Sell |
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|
2013
Q4 | $923K | Sell |
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|
2013
Q3 | $928K | Sell |
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|
2013
Q2 | $1.03M | Buy |
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