Mitchell Sinkler & Starr’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 | $968K | Buy |
13,681
+800
| +6% | +$56.6K | 0.46% | 51 |
|
|
2025
Q1 | $923K | Sell |
12,881
-1,424
| -10% | -$102K | 0.26% | 67 |
|
|
2024
Q4 | $891K | Sell |
14,305
-15,308
| -52% | -$953K | 0.24% | 71 |
|
|
2024
Q3 | $1.58M | Buy |
29,613
+11,589
| +64% | +$618K | 0.4% | 56 |
|
|
2024
Q2 | $1.16M | Buy |
18,024
+1,469
| +9% | +$94.6K | 0.3% | 65 |
|
|
2024
Q1 | $1.01M | Sell |
16,555
-35,038
| -68% | -$2.14M | 0.25% | 75 |
|
|
2023
Q4 | $3.04M | Buy |
51,593
+27,643
| +115% | +$1.63M | 0.55% | 46 |
|
|
2023
Q3 | $1.34M | Buy |
23,950
+6,500
| +37% | +$364K | 0.41% | 50 |
|
|
2023
Q2 | $1.05M | Hold |
17,450
| – | – | 0.3% | 64 |
|
|
2023
Q1 | $1.08M | Buy |
17,450
+6,741
| +63% | +$418K | 0.32% | 63 |
|
|
2022
Q4 | $681K | Sell |
10,709
-51
| -0.5% | -$3.24K | 0.22% | 82 |
|
|
2022
Q3 | $603K | Buy |
10,760
+4,495
| +72% | +$252K | 0.23% | 75 |
|
|
2022
Q2 | $394K | Hold |
6,265
| – | – | 0.14% | 86 |
|
|
2022
Q1 | $388K | Sell |
6,265
-157
| -2% | -$9.72K | 0.12% | 94 |
|
|
2021
Q4 | $380K | Hold |
6,422
| – | – | 0.11% | 92 |
|
|
2021
Q3 | $337K | Hold |
6,422
| – | – | 0.3% | 81 |
|
|
2021
Q2 | $347K | Hold |
6,422
| – | – | 0.32% | 80 |
|
|
2021
Q1 | $339K | Buy |
6,422
+1,115
| +21% | +$58.9K | 0.33% | 81 |
|
|
2020
Q4 | $291K | Buy |
5,307
+800
| +18% | +$43.9K | 0.28% | 81 |
|
|
2020
Q3 | $223K | Hold |
4,507
| – | – | 0.23% | 92 |
|
|
2020
Q2 | $201K | Buy |
+4,507
| New | +$201K | 0.23% | 91 |
|
|
2020
Q1 | – | Sell |
-4,257
| Closed | -$236K | – | 99 |
|
|
2019
Q4 | $236K | Hold |
4,257
| – | – | 0.25% | 90 |
|
|
2019
Q3 | $232K | Buy |
+4,257
| New | +$232K | 0.3% | 86 |
|
|
2013
Q3 | – | Sell |
-144,616
| Closed | -$5.8M | – | 116 |
|
|
2013
Q2 | $5.8M | Buy |
+144,616
| New | +$5.8M | 1.27% | 24 |
|