Mogy Joel R Investment Counsel’s Coca-Cola KO Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.14M	Hold	16,100	–	–	0.07%	59
2025 Q1	$1.15M	Sell	16,100 -400	-2%	-$28.6K	0.07%	60
2024 Q4	$1.03M	Hold	16,500	–	–	0.06%	69
2024 Q3	$1.19M	Hold	16,500	–	–	0.07%	64
2024 Q2	$1.05M	Sell	16,500 -330	-2%	-$21K	0.07%	65
2024 Q1	$1.03M	Hold	16,830	–	–	0.07%	69
2023 Q4	$992K	Hold	16,830	–	–	0.07%	69
2023 Q3	$942K	Sell	16,830 -7,000	-29%	-$392K	0.08%	70
2023 Q2	$1.44M	Hold	23,830	–	–	0.11%	62
2023 Q1	$1.48M	Sell	23,830 -1,734	-7%	-$108K	0.13%	64
2022 Q4	$1.63M	Buy	25,564 +1,550	+6%	+$98.6K	0.16%	57
2022 Q3	$1.35M	Hold	24,014	–	–	0.14%	63
2022 Q2	$1.51M	Hold	24,014	–	–	0.15%	61
2022 Q1	$1.49M	Sell	24,014 -7,300	-23%	-$453K	0.12%	64
2021 Q4	$1.85M	Buy	31,314 +7,088	+29%	+$420K	0.13%	58
2021 Q3	$1.27M	Hold	24,226	–	–	0.1%	68
2021 Q2	$1.31M	Hold	24,226	–	–	0.11%	70
2021 Q1	$1.28M	Hold	24,226	–	–	0.12%	69
2020 Q4	$1.33M	Hold	24,226	–	–	0.13%	67
2020 Q3	$1.2M	Hold	24,226	–	–	0.13%	66
2020 Q2	$1.08M	Sell	24,226 -4,300	-15%	-$192K	0.13%	68
2020 Q1	$1.26M	Hold	28,526	–	–	0.18%	63
2019 Q4	$1.58M	Hold	28,526	–	–	0.19%	67
2019 Q3	$1.55M	Hold	28,526	–	–	0.2%	66
2019 Q2	$1.45M	Hold	28,526	–	–	0.19%	66
2019 Q1	$1.34M	Sell	28,526 -300	-1%	-$14.1K	0.18%	69
2018 Q4	$1.37M	Hold	28,826	–	–	0.21%	65
2018 Q3	$1.33M	Hold	28,826	–	–	0.18%	69
2018 Q2	$1.26M	Hold	28,826	–	–	0.19%	67
2018 Q1	$1.25M	Hold	28,826	–	–	0.19%	67
2017 Q4	$1.32M	Hold	28,826	–	–	0.21%	68
2017 Q3	$1.3M	Hold	28,826	–	–	0.22%	69
2017 Q2	$1.29M	Sell	28,826 -400	-1%	-$17.9K	0.22%	69
2017 Q1	$1.24M	Sell	29,226 -1,008	-3%	-$42.8K	0.21%	73
2016 Q4	$1.25M	Hold	30,234	–	–	0.23%	71
2016 Q3	$1.28M	Hold	30,234	–	–	0.23%	73
2016 Q2	$1.37M	Hold	30,234	–	–	0.25%	75
2016 Q1	$1.4M	Buy	30,234 +27,211	+900%	+$1.26M	0.26%	73
2015 Q4	$1.3K	Sell	3,023 -27,211	-90%	-$11.7K	0.24%	73
2015 Q3	$1.21M	Sell	30,234 -7,400	-20%	-$297K	0.24%	75
2015 Q2	$1.48M	Sell	37,634 -1,500	-4%	-$58.8K	0.28%	68
2015 Q1	$1.59M	Sell	39,134 -1,791	-4%	-$72.6K	0.3%	69
2014 Q4	$1.73M	Sell	40,925 -8,775	-18%	-$371K	0.33%	65
2014 Q3	$2.12M	Sell	49,700 -4,720	-9%	-$201K	0.43%	56
2014 Q2	$2.31M	Sell	54,420 -4,500	-8%	-$191K	0.46%	56
2014 Q1	$2.28M	Sell	58,920 -2,400	-4%	-$92.8K	0.47%	56
2013 Q4	$2.53M	Sell	61,320 -35,300	-37%	-$1.46M	0.54%	53
2013 Q3	$3.66M	Hold	96,620	–	–	0.84%	41
2013 Q2	$3.88M	Buy	+96,620	New	+$3.88M	0.94%	38