Sigma Investment Counselors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Buy |
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|
2025
Q1 | $4.62M | Sell |
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|
2024
Q4 | $4.16M | Buy |
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|
2024
Q3 | $4.73M | Buy |
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|
2024
Q2 | $4.19M | Buy |
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|
2024
Q1 | $3.94M | Buy |
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|
2023
Q4 | $3.76M | Buy |
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|
2023
Q3 | $3.55M | Sell |
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|
2023
Q2 | $3.83M | Buy |
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|
2023
Q1 | $3.81M | Buy |
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|
2022
Q4 | $3.91M | Buy |
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|
2022
Q3 | $3.44M | Buy |
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|
2022
Q2 | $3.83M | Buy |
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|
2022
Q1 | $3.46M | Buy |
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|
2021
Q4 | $3.22M | Sell |
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|
2021
Q3 | $2.86M | Buy |
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|
2021
Q2 | $2.86M | Sell |
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|
2021
Q1 | $2.94M | Buy |
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|
2020
Q4 | $2.92M | Buy |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $214K | Hold |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $265K | Sell |
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|
2019
Q3 | $303K | Buy |
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|
2019
Q2 | $267K | Sell |
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|
2019
Q1 | $340K | Sell |
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|
2018
Q4 | $451K | Sell |
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|
2018
Q3 | $532K | Sell |
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|
2018
Q2 | $652K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $263K | Sell |
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|
2017
Q3 | $347K | Hold |
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|
2017
Q2 | $345K | Sell |
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|
2017
Q1 | $332K | Buy |
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|
2016
Q4 | $236K | Buy |
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|
2016
Q3 | $224K | Hold |
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|
2016
Q2 | $240K | Buy |
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|
2016
Q1 | $236K | Sell |
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|
2015
Q4 | $244K | Buy |
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|
2015
Q3 | $204K | Sell |
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|
2015
Q2 | $212K | Sell |
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|
2015
Q1 | $280K | Hold |
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|
2014
Q4 | $291K | Sell |
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|
2014
Q3 | $297K | Buy |
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|
2014
Q2 | $292K | Sell |
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|
2014
Q1 | $286K | Sell |
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|
2013
Q4 | $403K | Sell |
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|
2013
Q3 | $391K | Buy |
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|
2013
Q2 | $363K | Buy |
|