Palisades Hudson Asset Management’s Coca-Cola KO Stock Holding History

Palisades Hudson Asset Management’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,185	Closed	-$203K	–	101
2022 Q4	$203K	Buy	+3,185	New	+$203K	0.11%	99
2022 Q3	–	Sell	-3,193	Closed	-$201K	–	101
2022 Q2	$201K	Buy	+3,193	New	+$201K	0.11%	100
2022 Q1	–	Sell	-5,450	Closed	-$323K	–	114
2021 Q4	$323K	Hold	5,450	–	–	0.14%	81
2021 Q3	$286K	Hold	5,450	–	–	0.13%	87
2021 Q2	$295K	Hold	5,450	–	–	0.13%	86
2021 Q1	$287K	Sell	5,450 -378	-6%	-$19.9K	0.14%	82
2020 Q4	$320K	Buy	5,828 +8	+0.1%	+$439	0.17%	69
2020 Q3	$287K	Hold	5,820	–	–	0.19%	74
2020 Q2	$260K	Hold	5,820	–	–	0.18%	71
2020 Q1	$257K	Buy	5,820 +8	+0.1%	+$353	0.22%	67
2019 Q4	$322K	Hold	5,812	–	–	0.21%	69
2019 Q3	$316K	Hold	5,812	–	–	0.22%	62
2019 Q2	$296K	Hold	5,812	–	–	0.21%	66
2019 Q1	$272K	Sell	5,812 -1,960	-25%	-$91.7K	0.18%	75
2018 Q4	$368K	Hold	7,772	–	–	0.22%	62
2018 Q3	$359K	Sell	7,772 -553	-7%	-$25.5K	0.19%	73
2018 Q2	$365K	Sell	8,325 -1,321	-14%	-$57.9K	0.2%	67
2018 Q1	$419K	Hold	9,646	–	–	0.23%	51
2017 Q4	$443K	Hold	9,646	–	–	0.24%	50
2017 Q3	$434K	Hold	9,646	–	–	0.25%	48
2017 Q2	$433K	Hold	9,646	–	–	0.25%	49
2017 Q1	$409K	Hold	9,646	–	–	0.26%	46
2016 Q4	$400K	Hold	9,646	–	–	0.25%	46
2016 Q3	$408K	Hold	9,646	–	–	0.31%	37
2016 Q2	$437K	Hold	9,646	–	–	0.36%	32
2016 Q1	$447K	Hold	9,646	–	–	0.35%	35
2015 Q4	$414K	Hold	9,646	–	–	0.35%	39
2015 Q3	$387K	Hold	9,646	–	–	0.35%	40
2015 Q2	$379K	Sell	9,646 -3,214	-25%	-$126K	0.33%	43
2015 Q1	$521K	Hold	12,860	–	–	0.4%	29
2014 Q4	$543K	Hold	12,860	–	–	0.43%	27
2014 Q3	$549K	Hold	12,860	–	–	0.45%	24
2014 Q2	$545K	Hold	12,860	–	–	0.45%	19
2014 Q1	$497K	Sell	12,860 -624	-5%	-$24.1K	0.43%	21
2013 Q4	$557K	Hold	13,484	–	–	0.47%	20
2013 Q3	$511K	Hold	13,484	–	–	0.46%	18
2013 Q2	$541K	Buy	+13,484	New	+$541K	0.52%	14