Richard C. Young & Co’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 | $12.1M | Buy |
171,258
+3,003
| +2% | +$212K | 1.2% | 37 |
|
|
2025
Q1 | $12.1M | Buy |
168,255
+10,458
| +7% | +$749K | 1.29% | 39 |
|
|
2024
Q4 | $9.82M | Sell |
157,797
-1,103
| -0.7% | -$68.7K | 1.07% | 43 |
|
|
2024
Q3 | $11.4M | Buy |
158,900
+13,110
| +9% | +$942K | 1.25% | 43 |
|
|
2024
Q2 | $9.28M | Buy |
+145,790
| New | +$9.28M | 1.13% | 48 |
|
|
2014
Q1 | – | Sell |
-105,786
| Closed | -$4.37M | – | 63 |
|
|
2013
Q4 | $4.37M | Sell |
105,786
-729
| -0.7% | -$30.1K | 0.95% | 41 |
|
|
2013
Q3 | $4.04M | Sell |
106,515
-1,556
| -1% | -$58.9K | 0.92% | 44 |
|
|
2013
Q2 | $4.34M | Buy |
+108,071
| New | +$4.34M | 1.08% | 38 |
|