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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$468K	Hold
2024 Q3	$540K	Hold
2024 Q2	$478K	Hold
2024 Q1	$460K	Hold
2023 Q4	$443K	Sell
2023 Q3	$486K	Hold
2023 Q2	$523K	Hold
2023 Q1	$539K	Hold
2022 Q4	$552K	Buy
2022 Q3	$387K	Hold
2022 Q2	$434K	Hold
2022 Q1	$428K	Hold
2021 Q4	$409K	Hold
2021 Q3	$362K	Hold
2021 Q2	$373K	Hold
2021 Q1	$364K	Buy
2020 Q4	$365K	Hold
2020 Q3	$328K	Hold
2020 Q2	$297K	Hold
2020 Q1	$294K	Hold
2019 Q4	$368K	Hold
2019 Q3	$362K	Hold
2019 Q2	$339K	Hold
2019 Q1	$312K	Hold
2018 Q4	$315K	Sell
2018 Q3	$358K	Hold
2018 Q2	$340K	Hold
2018 Q1	$337K	Hold
2017 Q4	$356K	Hold
2017 Q3	$349K	Hold
2017 Q2	$348K	Hold
2017 Q1	$329K	Hold
2016 Q4	$321K	Hold
2016 Q3	$328K	Hold
2016 Q2	$351K	Hold
2016 Q1	$360K	Hold
2015 Q4	$333K	Hold
2015 Q3	$311K	Hold
2015 Q2	$304K	Hold
2015 Q1	$314K	Hold
2014 Q4	$327K	Hold
2014 Q3	$331K	Sell
2014 Q2	$515K	Hold
2014 Q1	$470K	Hold
2013 Q4	$502K	Buy