Plancorp LLC’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
Q3 | $1.03M | Sell |
|
|||||
|
2025
Q2 | $1.26M | Buy |
|
|||||
|
2025
Q1 | $1.18M | Buy |
|
|||||
|
2024
Q4 | $812K | Buy |
|
|||||
|
2024
Q3 | $856K | Buy |
|
|||||
|
2024
Q2 | $736K | Sell |
|
|||||
|
2024
Q1 | $721K | Sell |
|
|||||
|
2023
Q4 | $784K | Sell |
|
|||||
|
2023
Q3 | $838K | Buy |
|
|||||
|
2023
Q2 | $897K | Buy |
|
|||||
|
2023
Q1 | $914K | Buy |
|
|||||
|
2022
Q4 | $727K | Sell |
|
|||||
|
2022
Q3 | $643K | Sell |
|
|||||
|
2022
Q2 | $735K | Buy |
|
|||||
|
2022
Q1 | $703K | Buy |
|
|||||
|
2021
Q4 | $640K | Buy |
|
|||||
|
2021
Q3 | $555K | Buy |
|
|||||
|
2021
Q2 | $466K | Sell |
|
|||||
|
2021
Q1 | $466K | Buy |
|
|||||
|
2020
Q4 | $470K | Sell |
|
|||||
|
2020
Q3 | $434K | Buy |
|
|||||
|
2020
Q2 | $373K | Sell |
|
|||||
|
2020
Q1 | $400K | Sell |
|
|||||
|
2019
Q4 | $524K | Buy |
|
|||||
|
2019
Q3 | $492K | Sell |
|
|||||
|
2019
Q2 | $469K | Sell |
|
|||||
|
2019
Q1 | $451K | Buy |
|
|||||
|
2018
Q4 | $336K | Buy |
|
|||||
|
2018
Q3 | $321K | Sell |
|
|||||
|
2018
Q2 | $314K | Sell |
|
|||||
|
2018
Q1 | $313K | Sell |
|
|||||
|
2017
Q4 | $341K | Sell |
|
|||||
|
2017
Q3 | $394K | Sell |
|
|||||
|
2017
Q2 | $632K | Hold |
|
|||||
|
2017
Q1 | $598K | Hold |
|
|||||
|
2016
Q4 | $585K | Buy |
|
|||||
|
2016
Q3 | $437K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $207K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $371K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $312K | Buy |
|
|||||
|
2013
Q4 | $336K | Buy |
|