O'Brien Greene & Co’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 | $1.64M | Sell |
23,208
-1,250
| -5% | -$88.4K | 0.54% | 42 |
|
|
2025
Q1 | $1.75M | Hold |
24,458
| – | – | 0.59% | 39 |
|
|
2024
Q4 | $1.52M | Buy |
24,458
+103
| +0.4% | +$6.41K | 0.49% | 44 |
|
|
2024
Q3 | $1.75M | Sell |
24,355
-558
| -2% | -$40.1K | 0.55% | 39 |
|
|
2024
Q2 | $1.59M | Buy |
24,913
+2,505
| +11% | +$159K | 0.5% | 40 |
|
|
2024
Q1 | $1.37M | Hold |
22,408
| – | – | 0.45% | 47 |
|
|
2023
Q4 | $1.32M | Sell |
22,408
-100
| -0.4% | -$5.89K | 0.46% | 44 |
|
|
2023
Q3 | $1.26M | Hold |
22,508
| – | – | 0.46% | 43 |
|
|
2023
Q2 | $1.36M | Sell |
22,508
-100
| -0.4% | -$6.03K | 0.47% | 44 |
|
|
2023
Q1 | $1.4M | Hold |
22,608
| – | – | 0.53% | 40 |
|
|
2022
Q4 | $1.44M | Sell |
22,608
-48,270
| -68% | -$3.07M | 0.55% | 43 |
|
|
2022
Q3 | $3.97M | Buy |
70,878
+47,452
| +203% | +$2.66M | 0.53% | 42 |
|
|
2022
Q2 | $1.47M | Sell |
23,426
-50
| -0.2% | -$3.15K | 0.56% | 43 |
|
|
2022
Q1 | $1.46M | Hold |
23,476
| – | – | 0.48% | 43 |
|
|
2021
Q4 | $1.39M | Sell |
23,476
-3,782
| -14% | -$224K | 0.46% | 46 |
|
|
2021
Q3 | $1.43M | Hold |
27,258
| – | – | 0.52% | 44 |
|
|
2021
Q2 | $1.48M | Buy |
27,258
+110
| +0.4% | +$5.95K | 0.53% | 44 |
|
|
2021
Q1 | $1.43M | Hold |
27,148
| – | – | 0.57% | 43 |
|
|
2020
Q4 | $1.49M | Sell |
27,148
-150
| -0.5% | -$8.22K | 0.61% | 42 |
|
|
2020
Q3 | $1.35M | Sell |
27,298
-300
| -1% | -$14.8K | 0.64% | 39 |
|
|
2020
Q2 | $1.23M | Hold |
27,598
| – | – | 0.65% | 41 |
|
|
2020
Q1 | $1.22M | Sell |
27,598
-400
| -1% | -$17.7K | 0.81% | 35 |
|
|
2019
Q4 | $1.55M | Sell |
27,998
-3,312
| -11% | -$183K | 0.79% | 37 |
|
|
2019
Q3 | $1.7M | Sell |
31,310
-550
| -2% | -$29.9K | 0.91% | 35 |
|
|
2019
Q2 | $1.62M | Sell |
31,860
-967
| -3% | -$49.3K | 0.85% | 37 |
|
|
2019
Q1 | $1.54M | Sell |
32,827
-200
| -0.6% | -$9.37K | 0.78% | 39 |
|
|
2018
Q4 | $1.56M | Buy |
+33,027
| New | +$1.56M | 0.93% | 38 |
|