Shufro Rose & 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 | $451K | Sell |
6,300
-400
| -6% | -$28.6K | 0.04% | 189 |
|
|
2025
Q1 | $480K | Hold |
6,700
| – | – | 0.04% | 183 |
|
|
2024
Q4 | $417K | Buy |
6,700
+400
| +6% | +$24.9K | 0.03% | 190 |
|
|
2024
Q3 | $401K | Hold |
6,300
| – | – | 0.03% | 198 |
|
|
2024
Q2 | $401K | Sell |
6,300
-1
| -0% | -$64 | 0.03% | 198 |
|
|
2024
Q1 | $385K | Sell |
6,301
-199
| -3% | -$12.2K | 0.03% | 205 |
|
|
2023
Q4 | $364K | Hold |
6,500
| – | – | 0.03% | 195 |
|
|
2023
Q3 | $364K | Sell |
6,500
-67
| -1% | -$3.75K | 0.03% | 196 |
|
|
2023
Q2 | $395K | Hold |
6,567
| – | – | 0.04% | 197 |
|
|
2023
Q1 | $407K | Sell |
6,567
-1,076
| -14% | -$66.7K | 0.04% | 191 |
|
|
2022
Q4 | $486K | Sell |
7,643
-521
| -6% | -$33.1K | 0.04% | 173 |
|
|
2022
Q3 | $457K | Buy |
8,164
+249
| +3% | +$13.9K | 0.05% | 172 |
|
|
2022
Q2 | $498K | Sell |
7,915
-297
| -4% | -$18.7K | 0.04% | 167 |
|
|
2022
Q1 | $509K | Buy |
8,212
+129
| +2% | +$8K | 0.04% | 181 |
|
|
2021
Q4 | $479K | Hold |
8,083
| – | – | 0.03% | 188 |
|
|
2021
Q3 | $424K | Buy |
8,083
+50
| +0.6% | +$2.62K | 0.03% | 189 |
|
|
2021
Q2 | $435K | Sell |
8,033
-2,080
| -21% | -$113K | 0.03% | 183 |
|
|
2021
Q1 | $533K | Hold |
10,113
| – | – | 0.04% | 157 |
|
|
2020
Q4 | $555K | Hold |
10,113
| – | – | 0.05% | 156 |
|
|
2020
Q3 | $499K | Sell |
10,113
-1,619
| -14% | -$79.9K | 0.05% | 156 |
|
|
2020
Q2 | $524K | Buy |
11,732
+19
| +0.2% | +$849 | 0.05% | 146 |
|
|
2020
Q1 | $518K | Hold |
11,713
| – | – | 0.06% | 134 |
|
|
2019
Q4 | $648K | Buy |
11,713
+1,200
| +11% | +$66.4K | 0.06% | 145 |
|
|
2019
Q3 | $572K | Sell |
10,513
-47
| -0.4% | -$2.56K | 0.06% | 147 |
|
|
2019
Q2 | $538K | Buy |
10,560
+47
| +0.4% | +$2.4K | 0.05% | 154 |
|
|
2019
Q1 | $493K | Hold |
10,513
| – | – | 0.05% | 163 |
|
|
2018
Q4 | $498K | Sell |
10,513
-1,800
| -15% | -$85.3K | 0.06% | 158 |
|
|
2018
Q3 | $569K | Hold |
12,313
| – | – | 0.05% | 165 |
|
|
2018
Q2 | $540K | Hold |
12,313
| – | – | 0.05% | 163 |
|
|
2018
Q1 | $535K | Buy |
12,313
+1,000
| +9% | +$43.5K | 0.05% | 160 |
|
|
2017
Q4 | $519K | Sell |
11,313
-460
| -4% | -$21.1K | 0.05% | 157 |
|
|
2017
Q3 | $530K | Hold |
11,773
| – | – | 0.05% | 158 |
|
|
2017
Q2 | $528K | Sell |
11,773
-5,000
| -30% | -$224K | 0.06% | 152 |
|
|
2017
Q1 | $712K | Buy |
16,773
+1,613
| +11% | +$68.5K | 0.08% | 137 |
|
|
2016
Q4 | $629K | Hold |
15,160
| – | – | 0.07% | 138 |
|
|
2016
Q3 | $642K | Sell |
15,160
-813
| -5% | -$34.4K | 0.07% | 140 |
|
|
2016
Q2 | $724K | Sell |
15,973
-740
| -4% | -$33.5K | 0.08% | 128 |
|
|
2016
Q1 | $775K | Buy |
16,713
+339
| +2% | +$15.7K | 0.09% | 134 |
|
|
2015
Q4 | $703K | Buy |
16,374
+774
| +5% | +$33.2K | 0.08% | 137 |
|
|
2015
Q3 | $625K | Hold |
15,600
| – | – | 0.08% | 143 |
|
|
2015
Q2 | $611K | Hold |
15,600
| – | – | 0.06% | 148 |
|
|
2015
Q1 | $632K | Hold |
15,600
| – | – | 0.07% | 152 |
|
|
2014
Q4 | $658K | Hold |
15,600
| – | – | 0.07% | 148 |
|
|
2014
Q3 | $665K | Hold |
15,600
| – | – | 0.07% | 148 |
|
|
2014
Q2 | $660K | Sell |
15,600
-500
| -3% | -$21.2K | 0.07% | 150 |
|
|
2014
Q1 | $622K | Hold |
16,100
| – | – | 0.07% | 152 |
|
|
2013
Q4 | $665K | Buy |
16,100
+2,884
| +22% | +$119K | 0.07% | 142 |
|
|
2013
Q3 | $500K | Hold |
13,216
| – | – | 0.06% | 152 |
|
|
2013
Q2 | $530K | Buy |
+13,216
| New | +$530K | 0.06% | 149 |
|