Pettee Investors’s Coca-Cola KO Stock Holding History

Pettee Investors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,516	Closed	-$468K	–	113
2024 Q4	$468K	Hold	7,516	–	–	0.24%	89
2024 Q3	$540K	Hold	7,516	–	–	0.26%	82
2024 Q2	$478K	Hold	7,516	–	–	0.23%	89
2024 Q1	$460K	Hold	7,516	–	–	0.19%	91
2023 Q4	$443K	Sell	7,516 -1,166	-13%	-$68.7K	0.2%	91
2023 Q3	$486K	Hold	8,682	–	–	0.23%	93
2023 Q2	$523K	Hold	8,682	–	–	0.24%	88
2023 Q1	$539K	Hold	8,682	–	–	0.26%	88
2022 Q4	$552K	Buy	8,682 +1,782	+26%	+$113K	0.27%	84
2022 Q3	$387K	Hold	6,900	–	–	0.21%	94
2022 Q2	$434K	Hold	6,900	–	–	0.22%	95
2022 Q1	$428K	Hold	6,900	–	–	0.19%	98
2021 Q4	$409K	Hold	6,900	–	–	0.17%	101
2021 Q3	$362K	Hold	6,900	–	–	0.17%	102
2021 Q2	$373K	Hold	6,900	–	–	0.18%	101
2021 Q1	$364K	Buy	6,900 +250	+4%	+$13.2K	0.18%	102
2020 Q4	$365K	Hold	6,650	–	–	0.19%	98
2020 Q3	$328K	Hold	6,650	–	–	0.19%	100
2020 Q2	$297K	Hold	6,650	–	–	0.18%	100
2020 Q1	$294K	Hold	6,650	–	–	0.21%	92
2019 Q4	$368K	Hold	6,650	–	–	0.21%	98
2019 Q3	$362K	Hold	6,650	–	–	0.23%	100
2019 Q2	$339K	Hold	6,650	–	–	0.22%	101
2019 Q1	$312K	Hold	6,650	–	–	0.2%	100
2018 Q4	$315K	Sell	6,650 -1,100	-14%	-$52.1K	0.22%	97
2018 Q3	$358K	Hold	7,750	–	–	0.21%	100
2018 Q2	$340K	Hold	7,750	–	–	0.21%	98
2018 Q1	$337K	Hold	7,750	–	–	0.21%	103
2017 Q4	$356K	Hold	7,750	–	–	0.22%	103
2017 Q3	$349K	Hold	7,750	–	–	0.23%	101
2017 Q2	$348K	Hold	7,750	–	–	0.31%	51
2017 Q1	$329K	Hold	7,750	–	–	0.3%	51
2016 Q4	$321K	Hold	7,750	–	–	0.31%	50
2016 Q3	$328K	Hold	7,750	–	–	0.32%	51
2016 Q2	$351K	Hold	7,750	–	–	0.34%	48
2016 Q1	$360K	Hold	7,750	–	–	0.37%	45
2015 Q4	$333K	Hold	7,750	–	–	0.32%	45
2015 Q3	$311K	Hold	7,750	–	–	0.33%	46
2015 Q2	$304K	Hold	7,750	–	–	0.3%	46
2015 Q1	$314K	Hold	7,750	–	–	0.3%	49
2014 Q4	$327K	Hold	7,750	–	–	0.31%	47
2014 Q3	$331K	Sell	7,750 -4,400	-36%	-$188K	0.33%	46
2014 Q2	$515K	Hold	12,150	–	–	0.47%	42
2014 Q1	$470K	Hold	12,150	–	–	0.44%	41
2013 Q4	$502K	Buy	+12,150	New	+$502K	0.47%	40