Sanders Morris Harris’s Coca-Cola KO Stock Holding History

Sanders Morris Harris’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$469K	Hold	6,631	–	–	0.11%	74
2025 Q1	$475K	Hold	6,631	–	–	0.07%	161
2024 Q4	$414K	Hold	6,631	–	–	0.06%	180
2024 Q3	$477K	Hold	6,631	–	–	0.08%	160
2024 Q2	$422K	Hold	6,631	–	–	0.07%	174
2024 Q1	$406K	Buy	+6,631	New	+$406K	0.07%	182
2023 Q4	–	Sell	-7,681	Closed	-$430K	–	206
2023 Q3	$430K	Hold	7,681	–	–	0.09%	166
2023 Q2	$463K	Hold	7,681	–	–	0.1%	146
2023 Q1	$476K	Hold	7,681	–	–	0.17%	58
2022 Q4	$489K	Hold	7,681	–	–	0.19%	116
2022 Q3	$430K	Hold	7,681	–	–	0.11%	156
2022 Q2	$483K	Hold	7,681	–	–	0.11%	154
2022 Q1	$476K	Hold	7,681	–	–	0.09%	175
2021 Q4	$455K	Hold	7,681	–	–	0.08%	179
2021 Q3	$403K	Hold	7,681	–	–	0.07%	197
2021 Q2	$416K	Sell	7,681 -10,000	-57%	-$542K	0.08%	198
2021 Q1	$932K	Buy	17,681 +865	+5%	+$45.6K	0.2%	91
2020 Q4	$922K	Sell	16,816 -1,000	-6%	-$54.8K	0.21%	88
2020 Q3	$879K	Sell	17,816 -435	-2%	-$21.5K	0.24%	85
2020 Q2	$815K	Hold	18,251	–	–	0.4%	34
2020 Q1	$1K	Buy	18,251 +9,600	+111%	+$526	﹤0.01%	142
2019 Q4	$406K	Hold	8,651	–	–	0.09%	185
2019 Q3	$471K	Hold	8,651	–	–	0.11%	152
2019 Q2	$440K	Hold	8,651	–	–	0.11%	161
2019 Q1	$406K	Hold	8,651	–	–	0.2%	69
2018 Q4	$410K	Sell	8,651 -615	-7%	-$29.1K	0.23%	60
2018 Q3	$428K	Hold	9,266	–	–	0.2%	70
2018 Q2	$407K	Sell	9,266 -100	-1%	-$4.39K	0.19%	77
2018 Q1	$406K	Buy	9,366 +1,150	+14%	+$49.9K	0.17%	83
2017 Q4	$377K	Sell	8,216 -200	-2%	-$9.18K	0.16%	74
2017 Q3	$379K	Sell	8,416 -500	-6%	-$22.5K	0.16%	85
2017 Q2	$400K	Sell	8,916 -400	-4%	-$17.9K	0.16%	71
2017 Q1	$395K	Hold	9,316	–	–	0.14%	87
2016 Q4	$386K	Sell	9,316 -345	-4%	-$14.3K	0.18%	72
2016 Q3	$409K	Sell	9,661 -7,788	-45%	-$330K	0.12%	96
2016 Q2	$791K	Sell	17,449 -2,649	-13%	-$120K	0.18%	116
2016 Q1	$932K	Buy	+20,098	New	+$932K	0.16%	125