Pettyjohn Wood & White’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 | $1.67M | Sell |
23,663
-40
| -0.2% | -$2.83K | 0.3% | 73 |
|
|
2025
Q1 | $1.7M | Sell |
23,703
-2,875
| -11% | -$206K | 0.33% | 70 |
|
|
2024
Q4 | $1.65M | Buy |
26,578
+800
| +3% | +$49.8K | 0.3% | 67 |
|
|
2024
Q3 | $1.85M | Hold |
25,778
| – | – | 0.34% | 66 |
|
|
2024
Q2 | $1.64M | Hold |
25,778
| – | – | 0.32% | 70 |
|
|
2024
Q1 | $1.58M | Sell |
25,778
-628
| -2% | -$38.4K | 0.31% | 69 |
|
|
2023
Q4 | $1.56M | Sell |
26,406
-300
| -1% | -$17.7K | 0.34% | 66 |
|
|
2023
Q3 | $1.5M | Buy |
26,706
+75
| +0.3% | +$4.2K | 0.35% | 64 |
|
|
2023
Q2 | $1.6M | Hold |
26,631
| – | – | 0.37% | 59 |
|
|
2023
Q1 | $1.65M | Hold |
26,631
| – | – | 0.4% | 56 |
|
|
2022
Q4 | $1.69M | Hold |
26,631
| – | – | 0.42% | 56 |
|
|
2022
Q3 | $1.49M | Hold |
26,631
| – | – | 0.4% | 60 |
|
|
2022
Q2 | $1.68M | Buy |
26,631
+8,298
| +45% | +$522K | 0.4% | 62 |
|
|
2022
Q1 | $1.14M | Hold |
18,333
| – | – | 0.24% | 77 |
|
|
2021
Q4 | $1.09M | Hold |
18,333
| – | – | 0.22% | 79 |
|
|
2021
Q3 | $962K | Sell |
18,333
-90
| -0.5% | -$4.72K | 0.21% | 81 |
|
|
2021
Q2 | $997K | Sell |
18,423
-600
| -3% | -$32.5K | 0.22% | 79 |
|
|
2021
Q1 | $1M | Sell |
19,023
-100
| -0.5% | -$5.27K | 0.24% | 74 |
|
|
2020
Q4 | $1.05M | Buy |
19,123
+7,233
| +61% | +$397K | 0.27% | 73 |
|
|
2020
Q3 | $587K | Sell |
11,890
-1,000
| -8% | -$49.4K | 0.17% | 90 |
|
|
2020
Q2 | $576K | Hold |
12,890
| – | – | 0.18% | 87 |
|
|
2020
Q1 | $570K | Buy |
12,890
+2,509
| +24% | +$111K | 0.21% | 84 |
|
|
2019
Q4 | $575K | Sell |
10,381
-300
| -3% | -$16.6K | 0.17% | 92 |
|
|
2019
Q3 | $581K | Sell |
10,681
-133
| -1% | -$7.24K | 0.18% | 88 |
|
|
2019
Q2 | $551K | Buy |
10,814
+1,545
| +17% | +$78.7K | 0.17% | 92 |
|
|
2019
Q1 | $434K | Buy |
9,269
+708
| +8% | +$33.2K | 0.14% | 101 |
|
|
2018
Q4 | $405K | Buy |
8,561
+100
| +1% | +$4.73K | 0.15% | 99 |
|
|
2018
Q3 | $391K | Sell |
8,461
-251
| -3% | -$11.6K | 0.13% | 109 |
|
|
2018
Q2 | $382K | Buy |
8,712
+3,025
| +53% | +$133K | 0.13% | 108 |
|
|
2018
Q1 | $247K | Sell |
5,687
-400
| -7% | -$17.4K | 0.09% | 129 |
|
|
2017
Q4 | $279K | Hold |
6,087
| – | – | 0.1% | 121 |
|
|
2017
Q3 | $274K | Sell |
6,087
-1,500
| -20% | -$67.5K | 0.1% | 114 |
|
|
2017
Q2 | $340K | Sell |
7,587
-1,802
| -19% | -$80.8K | 0.13% | 106 |
|
|
2017
Q1 | $398K | Buy |
9,389
+12
| +0.1% | +$509 | 0.15% | 101 |
|
|
2016
Q4 | $389K | Sell |
9,377
-100
| -1% | -$4.15K | 0.15% | 98 |
|
|
2016
Q3 | $401K | Sell |
9,477
-1,754
| -16% | -$74.2K | 0.19% | 87 |
|
|
2016
Q2 | $509K | Sell |
11,231
-2,600
| -19% | -$118K | 0.2% | 88 |
|
|
2016
Q1 | $642K | Sell |
13,831
-66
| -0.5% | -$3.06K | 0.26% | 80 |
|
|
2015
Q4 | $597K | Sell |
13,897
-2,507
| -15% | -$108K | 0.25% | 84 |
|
|
2015
Q3 | $658K | Hold |
16,404
| – | – | 0.3% | 77 |
|
|
2015
Q2 | $644K | Sell |
16,404
-1,018
| -6% | -$40K | 0.27% | 81 |
|
|
2015
Q1 | $706K | Sell |
17,422
-1,100
| -6% | -$44.6K | 0.29% | 81 |
|
|
2014
Q4 | $782K | Buy |
18,522
+3
| +0% | +$127 | 0.32% | 79 |
|
|
2014
Q3 | $790K | Sell |
18,519
-180
| -1% | -$7.68K | 0.34% | 78 |
|
|
2014
Q2 | $792K | Buy |
18,699
+702
| +4% | +$29.7K | 0.35% | 78 |
|
|
2014
Q1 | $696K | Buy |
17,997
+7,377
| +69% | +$285K | 0.32% | 81 |
|
|
2013
Q4 | $439K | Sell |
10,620
-397
| -4% | -$16.4K | 0.26% | 84 |
|
|
2013
Q3 | $417K | Buy |
11,017
+1
| +0% | +$38 | 0.26% | 85 |
|
|
2013
Q2 | $442K | Buy |
+11,016
| New | +$442K | 0.28% | 84 |
|