Searle & Co’s Coca-Cola KO Stock Holding History

Searle & Co’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	$518K	Sell	7,315 -2,208	-23%	-$156K	0.15%	105
2025 Q1	$682K	Hold	9,523	–	–	0.19%	95
2024 Q4	$593K	Buy	9,523 +3	+0%	+$187	0.17%	102
2024 Q3	$684K	Sell	9,520 -3,684	-28%	-$265K	0.17%	93
2024 Q2	$840K	Buy	13,204 +487	+4%	+$31K	0.2%	89
2024 Q1	$778K	Hold	12,717	–	–	0.2%	86
2023 Q4	$749K	Buy	12,717 +3,742	+42%	+$221K	0.21%	88
2023 Q3	$502K	Hold	8,975	–	–	0.17%	91
2023 Q2	$556K	Hold	8,975	–	–	0.17%	90
2023 Q1	$576K	Sell	8,975 -100	-1%	-$6.42K	0.19%	90
2022 Q4	$577K	Hold	9,075	–	–	0.2%	93
2022 Q3	$508K	Hold	9,075	–	–	0.2%	93
2022 Q2	$571K	Hold	9,075	–	–	0.23%	92
2022 Q1	$563K	Hold	9,075	–	–	0.21%	90
2021 Q4	$537K	Sell	9,075 -33	-0.4%	-$1.95K	0.2%	93
2021 Q3	$478K	Hold	9,108	–	–	0.2%	92
2021 Q2	$493K	Hold	9,108	–	–	0.2%	91
2021 Q1	$480K	Hold	9,108	–	–	0.21%	88
2020 Q4	$499K	Hold	9,108	–	–	0.24%	81
2020 Q3	$450K	Buy	9,108 +2,500	+38%	+$124K	0.25%	81
2020 Q2	$295K	Hold	6,608	–	–	0.17%	100
2020 Q1	$292K	Hold	6,608	–	–	0.21%	93
2019 Q4	$366K	Sell	6,608 -32	-0.5%	-$1.77K	0.2%	94
2019 Q3	$361K	Buy	6,640 +800	+14%	+$43.5K	0.21%	94
2019 Q2	$297K	Hold	5,840	–	–	0.18%	103
2019 Q1	$274K	Hold	5,840	–	–	0.17%	111
2018 Q4	$277K	Hold	5,840	–	–	0.19%	100
2018 Q3	$270K	Hold	5,840	–	–	0.16%	114
2018 Q2	$256K	Hold	5,840	–	–	0.16%	115
2018 Q1	$254K	Hold	5,840	–	–	0.17%	115
2017 Q4	$268K	Buy	5,840 +332	+6%	+$15.2K	0.17%	114
2017 Q3	$248K	Hold	5,508	–	–	0.16%	113
2017 Q2	$247K	Hold	5,508	–	–	0.17%	118
2017 Q1	$234K	Hold	5,508	–	–	0.16%	120
2016 Q4	$228K	Hold	5,508	–	–	0.19%	109
2016 Q3	$230K	Buy	+5,508	New	+$230K	0.2%	105
2016 Q2	–	Sell	-5,308	Closed	-$249K	–	66
2016 Q1	$249K	Hold	5,308	–	–	0.23%	96
2015 Q4	$225K	Buy	+5,308	New	+$225K	0.22%	99
2015 Q3	–	Sell	-4,776	Closed	-$187K	–	184
2015 Q2	$187K	Hold	4,776	–	–	0.16%	108
2015 Q1	$193K	Hold	4,776	–	–	0.17%	101
2014 Q4	$201K	Buy	+4,776	New	+$201K	0.17%	110