Ramsay Stattman Vela & Price’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 | $10.1M | Sell |
142,075
-7,990
| -5% | -$565K | 1.88% | 20 |
|
|
2025
Q1 | $10.7M | Buy |
150,065
+455
| +0.3% | +$32.6K | 2.04% | 19 |
|
|
2024
Q4 | $9.31M | Sell |
149,610
-89
| -0.1% | -$5.54K | 1.73% | 20 |
|
|
2024
Q3 | $10.8M | Sell |
149,699
-4,800
| -3% | -$345K | 2% | 19 |
|
|
2024
Q2 | $9.83M | Buy |
154,499
+307
| +0.2% | +$19.5K | 1.86% | 20 |
|
|
2024
Q1 | $9.43M | Buy |
154,192
+122
| +0.1% | +$7.46K | 1.81% | 21 |
|
|
2023
Q4 | $9.08M | Sell |
154,070
-1,770
| -1% | -$104K | 1.85% | 20 |
|
|
2023
Q3 | $8.72M | Sell |
155,840
-2,115
| -1% | -$118K | 1.89% | 19 |
|
|
2023
Q2 | $9.51M | Buy |
157,955
+240
| +0.2% | +$14.5K | 1.94% | 19 |
|
|
2023
Q1 | $9.78M | Sell |
157,715
-8,073
| -5% | -$501K | 2.11% | 18 |
|
|
2022
Q4 | $10.5M | Buy |
165,788
+9,035
| +6% | +$575K | 2.38% | 16 |
|
|
2022
Q3 | $8.78M | Sell |
156,753
-10,608
| -6% | -$594K | 2.18% | 16 |
|
|
2022
Q2 | $10.5M | Buy |
167,361
+530
| +0.3% | +$33.3K | 2.36% | 12 |
|
|
2022
Q1 | $10.3M | Sell |
166,831
-2,605
| -2% | -$162K | 2.02% | 19 |
|
|
2021
Q4 | $10M | Buy |
169,436
+470
| +0.3% | +$27.8K | 2.28% | 18 |
|
|
2021
Q3 | $8.87M | Buy |
168,966
+1,035
| +0.6% | +$54.3K | 2.21% | 22 |
|
|
2021
Q2 | $9.09M | Buy |
167,931
+180
| +0.1% | +$9.74K | 2.25% | 24 |
|
|
2021
Q1 | $8.84M | Buy |
167,751
+805
| +0.5% | +$42.4K | 2.35% | 21 |
|
|
2020
Q4 | $9.16M | Buy |
166,946
+990
| +0.6% | +$54.3K | 2.57% | 18 |
|
|
2020
Q3 | $8.19M | Buy |
165,956
+2,490
| +2% | +$123K | 2.54% | 18 |
|
|
2020
Q2 | $7.3M | Sell |
163,466
-790
| -0.5% | -$35.3K | 2.52% | 18 |
|
|
2020
Q1 | $7.27M | Buy |
164,256
+3,040
| +2% | +$135K | 2.86% | 15 |
|
|
2019
Q4 | $8.92M | Buy |
161,216
+514
| +0.3% | +$28.4K | 2.85% | 16 |
|
|
2019
Q3 | $8.75M | Buy |
160,702
+2,455
| +2% | +$134K | 3.03% | 14 |
|
|
2019
Q2 | $8.06M | Sell |
158,247
-290
| -0.2% | -$14.8K | 2.88% | 16 |
|
|
2019
Q1 | $7.43M | Buy |
158,537
+1,780
| +1% | +$83.4K | 2.71% | 19 |
|
|
2018
Q4 | $7.42M | Sell |
156,757
-2,700
| -2% | -$128K | 3.1% | 11 |
|
|
2018
Q3 | $7.37M | Buy |
159,457
+2,450
| +2% | +$113K | 2.69% | 18 |
|
|
2018
Q2 | $6.89M | Sell |
157,007
-2,160
| -1% | -$94.7K | 2.73% | 18 |
|
|
2018
Q1 | $6.91M | Sell |
159,167
-931
| -0.6% | -$40.4K | 2.8% | 17 |
|
|
2017
Q4 | $7.35M | Sell |
160,098
-2,344
| -1% | -$108K | 2.91% | 18 |
|
|
2017
Q3 | $7.31M | Buy |
162,442
+1,075
| +0.7% | +$48.4K | 3.08% | 14 |
|
|
2017
Q2 | $7.24M | Sell |
161,367
-3,809
| -2% | -$171K | 3.15% | 13 |
|
|
2017
Q1 | $7.01M | Sell |
165,176
-6,297
| -4% | -$267K | 3.2% | 12 |
|
|
2016
Q4 | $7.11M | Sell |
171,473
-985
| -0.6% | -$40.8K | 3.36% | 9 |
|
|
2016
Q3 | $7.3M | Sell |
172,458
-575
| -0.3% | -$24.3K | 3.5% | 9 |
|
|
2016
Q2 | $7.84M | Buy |
173,033
+2,070
| +1% | +$93.8K | 3.87% | 2 |
|
|
2016
Q1 | $7.93M | Sell |
170,963
-9,410
| -5% | -$437K | 4.08% | 1 |
|
|
2015
Q4 | $7.75M | Sell |
180,373
-13,705
| -7% | -$589K | 3.88% | 2 |
|
|
2015
Q3 | $7.79M | Buy |
194,078
+3,170
| +2% | +$127K | 4.02% | 2 |
|
|
2015
Q2 | $7.49M | Buy |
190,908
+1,195
| +0.6% | +$46.9K | 3.68% | 3 |
|
|
2015
Q1 | $7.69M | Sell |
189,713
-620
| -0.3% | -$25.1K | 3.73% | 1 |
|
|
2014
Q4 | $8.04M | Buy |
190,333
+9,684
| +5% | +$409K | 3.77% | 1 |
|
|
2014
Q3 | $7.71M | Sell |
180,649
-4,705
| -3% | -$201K | 4.03% | 1 |
|
|
2014
Q2 | $7.85M | Sell |
185,354
-50
| -0% | -$2.12K | 3.93% | 1 |
|
|
2014
Q1 | $7.17M | Buy |
185,404
+2,040
| +1% | +$78.9K | 3.74% | 3 |
|
|
2013
Q4 | $7.58M | Buy |
183,364
+965
| +0.5% | +$39.9K | 4.01% | 2 |
|
|
2013
Q3 | $6.91M | Buy |
182,399
+1,135
| +0.6% | +$43K | 3.98% | 2 |
|
|
2013
Q2 | $7.27M | Buy |
+181,264
| New | +$7.27M | 4.5% | 1 |
|