Raab & Moskowitz Asset Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.42M | Sell |
31,857
-507
| -2% | -$38.3K | 0.54% | 49 |
|
|
2025
Q4 | $2.26M | Sell |
32,364
-117
| -0.4% | -$8.16K | 0.49% | 56 |
|
|
2025
Q3 | $2.15M | Sell |
32,481
-482
| -1% | -$33.2K | 0.48% | 58 |
|
|
2025
Q2 | $2.33M | Sell |
32,963
-753
| -2% | -$53.6K | 0.56% | 49 |
|
|
2025
Q1 | $2.41M | Sell |
33,716
-5,440
| -14% | -$363K | 0.61% | 47 |
|
|
2024
Q4 | $2.44M | Sell |
39,156
-2,518
| -6% | -$164K | 0.6% | 44 |
|
|
2024
Q3 | $2.99M | Sell |
41,674
-956
| -2% | -$65.5K | 0.76% | 37 |
|
|
2024
Q2 | $2.71M | Sell |
42,630
-830
| -2% | -$51.4K | 0.74% | 38 |
|
|
2024
Q1 | $2.66M | Buy |
43,460
+732
| +2% | +$44K | 0.74% | 39 |
|
|
2023
Q4 | $2.52M | Buy |
42,728
+2,157
| +5% | +$123K | 0.8% | 39 |
|
|
2023
Q3 | $2.27M | Sell |
40,571
-615
| -1% | -$36.9K | 0.8% | 38 |
|
|
2023
Q2 | $2.48M | Sell |
41,186
-801
| -2% | -$49.8K | 0.85% | 36 |
|
|
2023
Q1 | $2.6M | Buy |
41,987
+172
| +0.4% | +$10.4K | 0.95% | 28 |
|
|
2022
Q4 | $2.66M | Buy |
41,815
+574
| +1% | +$34.7K | 1.01% | 28 |
|
|
2022
Q3 | $2.31M | Buy |
41,241
+294
| +0.7% | +$18.3K | 0.97% | 30 |
|
|
2022
Q2 | $2.58M | Sell |
40,947
-107
| -0.3% | -$6.78K | 1.01% | 30 |
|
|
2022
Q1 | $2.54M | Sell |
41,054
-1,012
| -2% | -$61.5K | 0.87% | 37 |
|
|
2021
Q4 | $2.49M | Buy |
42,066
+45
| +0.1% | +$2.51K | 0.82% | 39 |
|
|
2021
Q3 | $2.21M | Buy |
42,021
+484
| +1% | +$27K | 0.8% | 43 |
|
|
2021
Q2 | $2.25M | Buy |
41,537
+2,831
| +7% | +$154K | 0.82% | 42 |
|
|
2021
Q1 | $2.04M | Buy |
38,706
+4,874
| +14% | +$245K | 0.8% | 45 |
|
|
2020
Q4 | $1.85M | Buy |
33,832
+3,092
| +10% | +$160K | 0.76% | 43 |
|
|
2020
Q3 | $1.52M | Sell |
30,740
-475
| -2% | -$22.8K | 0.7% | 46 |
|
|
2020
Q2 | $1.39M | Buy |
31,215
+6,548
| +27% | +$302K | 0.68% | 48 |
|
|
2020
Q1 | $1.09M | Buy |
24,667
+2,310
| +10% | +$125K | 0.59% | 54 |
|
|
2019
Q4 | $1.24M | Buy |
22,357
+2,162
| +11% | +$116K | 0.49% | 63 |
|
|
2019
Q3 | $1.1M | Buy |
20,195
+8,898
| +79% | +$476K | 0.48% | 69 |
|
|
2019
Q2 | $575K | Buy |
+11,297
| New | +$554K | 0.25% | 96 |
|
|
2018
Q4 | – | Sell |
-834
| Closed | -$38K | – | 357 |
|
|
2018
Q3 | $38K | Buy |
+834
| New | +$38.1K | 0.02% | 282 |
|
|
2015
Q1 | – | Sell |
-3,955
| Closed | -$167K | – | 263 |
|
|
2014
Q4 | $167K | Sell |
3,955
-41,789
| -91% | -$1.78M | 0.1% | 123 |
|
|
2014
Q3 | $1.95M | Sell |
45,744
-7,466
| -14% | -$309K | 0.95% | 36 |
|
|
2014
Q2 | $2.25M | Sell |
53,210
-13,894
| -21% | -$564K | 1.07% | 25 |
|
|
2014
Q1 | $2.5M | Buy |
67,104
+6,284
| +10% | +$243K | 1.38% | 19 |
|
|
2013
Q4 | $2.39M | Buy |
+60,820
| New | +$2.4M | 1.37% | 18 |
|
Other funds holding KO
VCM
VPM
