Nelson Capital Management’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
Q2 | $2.53M | Buy |
|
|||||
|
2025
Q1 | $2.51M | Buy |
|
|||||
|
2024
Q4 | $2.17M | Sell |
|
|||||
|
2024
Q3 | $2.56M | Buy |
|
|||||
|
2024
Q2 | $2.23M | Buy |
|
|||||
|
2024
Q1 | $2.13M | Buy |
|
|||||
|
2023
Q4 | $1.73M | Sell |
|
|||||
|
2023
Q3 | $1.89M | Sell |
|
|||||
|
2023
Q2 | $2.05M | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $15.3M | Sell |
|
|||||
|
2022
Q2 | $17.3M | Sell |
|
|||||
|
2022
Q1 | $17M | Hold |
|
|||||
|
2021
Q4 | $16.3M | Hold |
|
|||||
|
2021
Q3 | $14.4M | Hold |
|
|||||
|
2021
Q2 | $14.9M | Hold |
|
|||||
|
2021
Q1 | $14.5M | Sell |
|
|||||
|
2020
Q4 | $15.1M | Hold |
|
|||||
|
2020
Q3 | $13.6M | Sell |
|
|||||
|
2020
Q2 | $12.4M | Buy |
|
|||||
|
2020
Q1 | $11.8M | Sell |
|
|||||
|
2019
Q4 | $14.8M | Buy |
|
|||||
|
2019
Q3 | $392K | Buy |
|
|||||
|
2019
Q2 | $309K | Sell |
|
|||||
|
2019
Q1 | $293K | Hold |
|
|||||
|
2018
Q4 | $296K | Sell |
|
|||||
|
2018
Q3 | $386K | Sell |
|
|||||
|
2018
Q2 | $539K | Buy |
|
|||||
|
2018
Q1 | $254K | Hold |
|
|||||
|
2017
Q4 | $269K | Hold |
|
|||||
|
2017
Q3 | $264K | Hold |
|
|||||
|
2017
Q2 | $263K | Hold |
|
|||||
|
2017
Q1 | $249K | Hold |
|
|||||
|
2016
Q4 | $243K | Hold |
|
|||||
|
2016
Q3 | $248K | Buy |
|
|||||
|
2016
Q2 | $181K | Buy |
|
|||||
|
2016
Q1 | $182K | Sell |
|
|||||
|
2015
Q4 | $195K | Sell |
|
|||||
|
2015
Q3 | $506K | Hold |
|
|||||
|
2015
Q2 | $495K | Sell |
|
|||||
|
2015
Q1 | $682K | Sell |
|
|||||
|
2014
Q4 | $819K | Sell |
|
|||||
|
2014
Q3 | $923K | Buy |
|
|||||
|
2014
Q2 | $906K | Sell |
|
|||||
|
2014
Q1 | $953K | Sell |
|
|||||
|
2013
Q4 | $1.02M | Sell |
|
|||||
|
2013
Q3 | $1.09M | Sell |
|
|||||
|
2013
Q2 | $1.19M | Buy |
|