Monarch Capital Management’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 | $6.93M | Sell |
97,429
-4,623
| -5% | -$329K | 1.86% | 19 |
|
|
2025
Q1 | $7.35M | Sell |
102,052
-2,490
| -2% | -$179K | 2.04% | 15 |
|
|
2024
Q4 | $6.51M | Sell |
104,542
-376
| -0.4% | -$23.4K | 1.78% | 18 |
|
|
2024
Q3 | $7.58M | Buy |
104,918
+125
| +0.1% | +$9.03K | 2.04% | 15 |
|
|
2024
Q2 | $6.71M | Sell |
104,793
-4,630
| -4% | -$296K | 1.97% | 17 |
|
|
2024
Q1 | $6.73M | Sell |
109,423
-676
| -0.6% | -$41.6K | 1.9% | 17 |
|
|
2023
Q4 | $6.49M | Sell |
110,099
-810
| -0.7% | -$47.7K | 1.97% | 16 |
|
|
2023
Q3 | $6.24M | Sell |
110,909
-380
| -0.3% | -$21.4K | 2.01% | 16 |
|
|
2023
Q2 | $6.74M | Sell |
111,289
-1,060
| -0.9% | -$64.2K | 2.04% | 15 |
|
|
2023
Q1 | $7M | Sell |
112,349
-2,465
| -2% | -$154K | 2.15% | 15 |
|
|
2022
Q4 | $7.3M | Sell |
114,814
-5,605
| -5% | -$357K | 2.24% | 13 |
|
|
2022
Q3 | $6.78M | Sell |
120,419
-1,950
| -2% | -$110K | 2.21% | 12 |
|
|
2022
Q2 | $7.7M | Sell |
122,369
-2,331
| -2% | -$147K | 2.29% | 12 |
|
|
2022
Q1 | $7.73M | Sell |
124,700
-3,055
| -2% | -$189K | 2.05% | 15 |
|
|
2021
Q4 | $7.56M | Sell |
127,755
-5,221
| -4% | -$309K | 1.94% | 16 |
|
|
2021
Q3 | $6.98M | Buy |
132,976
+634
| +0.5% | +$33.3K | 1.94% | 19 |
|
|
2021
Q2 | $7.16M | Sell |
132,342
-3,200
| -2% | -$173K | 2.05% | 19 |
|
|
2021
Q1 | $7.14M | Sell |
135,542
-1,771
| -1% | -$93.3K | 2.12% | 17 |
|
|
2020
Q4 | $7.53M | Sell |
137,313
-2,560
| -2% | -$140K | 2.37% | 15 |
|
|
2020
Q3 | $6.91M | Sell |
139,873
-900
| -0.6% | -$44.4K | 2.4% | 13 |
|
|
2020
Q2 | $6.29M | Buy |
140,773
+100
| +0.1% | +$4.47K | 2.3% | 16 |
|
|
2020
Q1 | $6.23M | Buy |
140,673
+733
| +0.5% | +$32.4K | 2.54% | 15 |
|
|
2019
Q4 | $7.75M | Buy |
139,940
+624
| +0.4% | +$34.5K | 2.53% | 13 |
|
|
2019
Q3 | $7.58M | Buy |
139,316
+75
| +0.1% | +$4.08K | 2.65% | 11 |
|
|
2019
Q2 | $7.09M | Sell |
139,241
-2
| -0% | -$102 | 2.53% | 13 |
|
|
2019
Q1 | $6.53M | Buy |
139,243
+1,547
| +1% | +$72.5K | 2.37% | 15 |
|
|
2018
Q4 | $6.52M | Sell |
137,696
-250
| -0.2% | -$11.8K | 2.64% | 14 |
|
|
2018
Q3 | $6.37M | Buy |
137,946
+1,484
| +1% | +$68.5K | 2.31% | 17 |
|
|
2018
Q2 | $5.99M | Sell |
136,462
-4,100
| -3% | -$180K | 2.29% | 16 |
|
|
2018
Q1 | $6.11M | Sell |
140,562
-565
| -0.4% | -$24.5K | 2.35% | 16 |
|
|
2017
Q4 | $6.48M | Sell |
141,127
-5,378
| -4% | -$247K | 2.41% | 17 |
|
|
2017
Q3 | $6.59M | Sell |
146,505
-4,632
| -3% | -$208K | 2.46% | 13 |
|
|
2017
Q2 | $6.78M | Sell |
151,137
-3,972
| -3% | -$178K | 2.57% | 11 |
|
|
2017
Q1 | $6.58M | Buy |
155,109
+547
| +0.4% | +$23.2K | 2.41% | 13 |
|
|
2016
Q4 | $6.41M | Sell |
154,562
-22,866
| -13% | -$948K | 2.39% | 12 |
|
|
2016
Q3 | $7.51M | Sell |
177,428
-9,995
| -5% | -$423K | 2.84% | 9 |
|
|
2016
Q2 | $8.5M | Sell |
187,423
-732
| -0.4% | -$33.2K | 3.16% | 5 |
|
|
2016
Q1 | $8.73M | Buy |
188,155
+15
| +0% | +$696 | 3.15% | 5 |
|
|
2015
Q4 | $8.08M | Sell |
188,140
-845
| -0.4% | -$36.3K | 3.1% | 5 |
|
|
2015
Q3 | $7.58M | Buy |
188,985
+775
| +0.4% | +$31.1K | 3.09% | 5 |
|
|
2015
Q2 | $7.38M | Sell |
188,210
-1,154
| -0.6% | -$45.3K | 2.82% | 5 |
|
|
2015
Q1 | $7.68M | Sell |
189,364
-176
| -0.1% | -$7.14K | 2.9% | 5 |
|
|
2014
Q4 | $8M | Sell |
189,540
-2,465
| -1% | -$104K | 3.03% | 4 |
|
|
2014
Q3 | $8.19M | Sell |
192,005
-5,700
| -3% | -$243K | 3.27% | 3 |
|
|
2014
Q2 | $8.38M | Sell |
197,705
-4,000
| -2% | -$169K | 3.24% | 4 |
|
|
2014
Q1 | $7.8M | Sell |
201,705
-1,576
| -0.8% | -$60.9K | 3.08% | 5 |
|
|
2013
Q4 | $8.4M | Sell |
203,281
-1,145
| -0.6% | -$47.3K | 3.29% | 4 |
|
|
2013
Q3 | $7.74M | Buy |
204,426
+1,085
| +0.5% | +$41.1K | 3.25% | 5 |
|
|
2013
Q2 | $8.16M | Buy |
+203,341
| New | +$8.16M | 3.51% | 2 |
|