Oarsman Capital’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
Q1 | – | Sell |
-2,351
| Closed | -$146K | – | 568 |
|
|
2024
Q4 | $146K | Sell |
2,351
-299
| -11% | -$19.5K | 0.03% | 273 |
|
|
2024
Q3 | $190K | Buy |
+2,650
| New | +$181K | 0.04% | 244 |
|
|
2022
Q2 | – | Sell |
-4,646
| Closed | -$288K | – | 179 |
|
|
2022
Q1 | $288K | Buy |
+4,646
| New | +$283K | 0.11% | 156 |
|
|
2021
Q4 | – | Sell |
-4,746
| Closed | -$249K | – | 185 |
|
|
2021
Q3 | $249K | Sell |
4,746
-100
| -2% | -$5.57K | 0.1% | 162 |
|
|
2021
Q2 | $262K | Sell |
4,846
-60
| -1% | -$3.26K | 0.1% | 159 |
|
|
2021
Q1 | $259K | Sell |
4,906
-300
| -6% | -$15.1K | 0.11% | 155 |
|
|
2020
Q4 | $285K | Sell |
5,206
-500
| -9% | -$25.9K | 0.11% | 141 |
|
|
2020
Q3 | $282K | Sell |
5,706
-70
| -1% | -$3.37K | 0.13% | 130 |
|
|
2020
Q2 | $258K | Buy |
+5,776
| New | +$266K | 0.13% | 133 |
|
|
2020
Q1 | – | Sell |
-6,209
| Closed | -$344K | – | 152 |
|
|
2019
Q4 | $344K | Hold |
6,209
| – | – | 0.16% | 130 |
|
|
2019
Q3 | $338K | Hold |
6,209
| – | – | 0.16% | 132 |
|
|
2019
Q2 | $316K | Hold |
6,209
| – | – | 0.14% | 142 |
|
|
2019
Q1 | $291K | Sell |
6,209
-175
| -3% | -$8.19K | 0.14% | 142 |
|
|
2018
Q4 | $302K | Buy |
6,384
+296
| +5% | +$14.2K | 0.15% | 136 |
|
|
2018
Q3 | $281K | Sell |
6,088
-100
| -2% | -$4.57K | 0.11% | 153 |
|
|
2018
Q2 | $271K | Sell |
6,188
-50
| -0.8% | -$2.16K | 0.12% | 147 |
|
|
2018
Q1 | $271K | Sell |
6,238
-420
| -6% | -$18.9K | 0.12% | 154 |
|
|
2017
Q4 | $305K | Sell |
6,658
-100
| -1% | -$4.6K | 0.13% | 152 |
|
|
2017
Q3 | $304K | Buy |
6,758
+587
| +10% | +$26.7K | 0.13% | 152 |
|
|
2017
Q2 | $277K | Sell |
6,171
-2,000
| -24% | -$88.4K | 0.13% | 155 |
|
|
2017
Q1 | $347K | Buy |
8,171
+167
| +2% | +$6.97K | 0.16% | 144 |
|
|
2016
Q4 | $332K | Sell |
8,004
-1,070
| -12% | -$44.5K | 0.21% | 123 |
|
|
2016
Q3 | $384K | Sell |
9,074
-50
| -0.5% | -$2.19K | 0.2% | 132 |
|
|
2016
Q2 | $414K | Sell |
9,124
-220
| -2% | -$9.94K | 0.22% | 119 |
|
|
2016
Q1 | $433K | Sell |
9,344
-150
| -2% | -$6.53K | 0.23% | 114 |
|
|
2015
Q4 | $408K | Sell |
9,494
-486
| -5% | -$20.6K | 0.23% | 116 |
|
|
2015
Q3 | $400K | Sell |
9,980
-100
| -1% | -$4K | 0.24% | 120 |
|
|
2015
Q2 | $395K | Sell |
10,080
-667
| -6% | -$27.1K | 0.27% | 117 |
|
|
2015
Q1 | $436K | Sell |
10,747
-100
| -0.9% | -$4.18K | 0.3% | 111 |
|
|
2014
Q4 | $458K | Sell |
10,847
-200
| -2% | -$8.54K | 0.33% | 102 |
|
|
2014
Q3 | $471K | Sell |
11,047
-100
| -0.9% | -$4.13K | 0.35% | 102 |
|
|
2014
Q2 | $472K | Hold |
11,147
| – | – | 0.34% | 107 |
|
|
2014
Q1 | $431K | Sell |
11,147
-600
| -5% | -$23.2K | 0.33% | 110 |
|
|
2013
Q4 | $485K | Sell |
11,747
-125
| -1% | -$4.93K | 0.39% | 101 |
|
|
2013
Q3 | $450K | Sell |
11,872
-75
| -0.6% | -$2.96K | 0.39% | 99 |
|
|
2013
Q2 | $479K | Buy |
+11,947
| New | +$495K | 0.45% | 88 |
|
Other funds holding KO
