O'Shaughnessy Asset 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 | $51.1M | Buy |
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|
2025
Q1 | $46.2M | Buy |
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|
2024
Q4 | $35.2M | Buy |
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|
2024
Q3 | $37.4M | Buy |
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|
2024
Q2 | $30.6M | Buy |
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|
2024
Q1 | $23.5M | Buy |
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|
2023
Q4 | $19.3M | Sell |
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|
2023
Q3 | $19.3M | Sell |
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|
2023
Q2 | $21.9M | Sell |
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|
2023
Q1 | $24.2M | Sell |
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|
2022
Q4 | $26.2M | Buy |
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|
2022
Q3 | $22.6M | Buy |
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|
2022
Q2 | $24.4M | Buy |
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|
2022
Q1 | $22.3M | Buy |
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|
2021
Q4 | $18.5M | Buy |
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|
2021
Q3 | $16.1M | Buy |
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|
2021
Q2 | $6.72M | Buy |
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|
2021
Q1 | $6.19M | Sell |
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|
2020
Q4 | $6.55M | Buy |
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|
2020
Q3 | $1.75M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $152K | Sell |
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|
2019
Q4 | $444K | Buy |
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|
2019
Q3 | $1K | Buy |
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|
2019
Q2 | $0 | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $20K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1K | Buy |
|