Shoker Investment Counsel’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 | $525K | Sell |
7,417
-33,469
| -82% | -$2.37M | 0.16% | 73 |
|
2025
Q1 | $2.93M | Buy |
40,886
+1,057
| +3% | +$75.7K | 0.99% | 35 |
|
2024
Q4 | $2.48M | Buy |
39,829
+643
| +2% | +$40K | 0.84% | 42 |
|
2024
Q3 | $2.82M | Sell |
39,186
-1,189
| -3% | -$85.4K | 0.95% | 37 |
|
2024
Q2 | $2.57M | Buy |
40,375
+2,625
| +7% | +$167K | 0.91% | 36 |
|
2024
Q1 | $2.29M | Buy |
37,750
+405
| +1% | +$24.6K | 0.82% | 38 |
|
2023
Q4 | $2.2M | Buy |
37,345
+12
| +0% | +$707 | 0.85% | 38 |
|
2023
Q3 | $2.09M | Sell |
37,333
-394
| -1% | -$22.1K | 0.91% | 37 |
|
2023
Q2 | $2.27M | Sell |
37,727
-14
| -0% | -$843 | 0.95% | 35 |
|
2023
Q1 | $2.34M | Buy |
37,741
+25
| +0.1% | +$1.55K | 1.02% | 33 |
|
2022
Q4 | $2.4M | Buy |
37,716
+485
| +1% | +$30.9K | 1.07% | 31 |
|
2022
Q3 | $2.09M | Buy |
37,231
+1,803
| +5% | +$101K | 1.09% | 33 |
|
2022
Q2 | $2.23M | Buy |
35,428
+2,085
| +6% | +$131K | 1.18% | 32 |
|
2022
Q1 | $2.07M | Buy |
33,343
+371
| +1% | +$23K | 1.03% | 36 |
|
2021
Q4 | $1.95M | Sell |
32,972
-162
| -0.5% | -$9.59K | 0.89% | 38 |
|
2021
Q3 | $1.74M | Buy |
33,134
+610
| +2% | +$32K | 0.87% | 39 |
|
2021
Q2 | $1.76M | Buy |
32,524
+178
| +0.6% | +$9.63K | 0.88% | 41 |
|
2021
Q1 | $1.7M | Buy |
32,346
+336
| +1% | +$17.7K | 0.89% | 41 |
|
2020
Q4 | $1.76M | Buy |
32,010
+674
| +2% | +$37K | 0.98% | 33 |
|
2020
Q3 | $1.55M | Buy |
+31,336
| New | +$1.55M | 1.01% | 33 |
|
2015
Q3 | – | Sell |
-6,048
| Closed | -$237K | – | 98 |
|
2015
Q2 | $237K | Sell |
6,048
-480
| -7% | -$18.8K | 0.22% | 84 |
|
2015
Q1 | $264K | Sell |
6,528
-382
| -6% | -$15.4K | 0.25% | 81 |
|
2014
Q4 | $291K | Sell |
6,910
-493
| -7% | -$20.8K | 0.27% | 79 |
|
2014
Q3 | $315K | Sell |
7,403
-6
| -0.1% | -$255 | 0.29% | 70 |
|
2014
Q2 | $313K | Buy |
+7,409
| New | +$313K | 0.28% | 69 |
|