Missouri Trust & Investment Company’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 | $904K | Buy |
12,776
+506
| +4% | +$35.8K | 0.3% | 67 |
|
2025
Q1 | $879K | Sell |
12,270
-3,820
| -24% | -$274K | 0.31% | 64 |
|
2024
Q4 | $1M | Buy |
16,090
+50
| +0.3% | +$3.11K | 0.35% | 56 |
|
2024
Q3 | $1.15M | Sell |
16,040
-1,000
| -6% | -$71.9K | 0.4% | 58 |
|
2024
Q2 | $1.08M | Sell |
17,040
-2,301
| -12% | -$146K | 0.41% | 58 |
|
2024
Q1 | $1.18M | Sell |
19,341
-208
| -1% | -$12.7K | 0.46% | 51 |
|
2023
Q4 | $1.15M | Hold |
19,549
| – | – | 0.47% | 46 |
|
2023
Q3 | $1.09M | Buy |
19,549
+11,353
| +139% | +$636K | 0.49% | 37 |
|
2023
Q2 | $494K | Buy |
8,196
+920
| +13% | +$55.4K | 0.28% | 81 |
|
2023
Q1 | $451K | Sell |
7,276
-100
| -1% | -$6.2K | 0.29% | 78 |
|
2022
Q4 | $469K | Sell |
7,376
-800
| -10% | -$50.9K | 0.28% | 74 |
|
2022
Q3 | $458K | Hold |
8,176
| – | – | 0.3% | 72 |
|
2022
Q2 | $514K | Sell |
8,176
-130
| -2% | -$8.17K | 0.34% | 71 |
|
2022
Q1 | $515K | Sell |
8,306
-332
| -4% | -$20.6K | 0.3% | 73 |
|
2021
Q4 | $511K | Buy |
+8,638
| New | +$511K | 0.3% | 70 |
|