SGK
Steigerwald Gordon & Koch’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
223,432
+2,872
| +1% | +$203K | 1.67% | 28 |
|
|
2025
Q1 | $15.8M | Sell |
220,560
-1,639
| -0.7% | -$117K | 1.76% | 27 |
|
|
2024
Q4 | $13.8M | Buy |
222,199
+1,098
| +0.5% | +$68.4K | 1.56% | 30 |
|
|
2024
Q3 | $15.9M | Buy |
221,101
+4,787
| +2% | +$344K | 1.73% | 28 |
|
|
2024
Q2 | $13.8M | Buy |
216,314
+2,810
| +1% | +$179K | 1.67% | 29 |
|
|
2024
Q1 | $13.1M | Buy |
213,504
+1,991
| +0.9% | +$122K | 1.63% | 30 |
|
|
2023
Q4 | $12.5M | Buy |
211,513
+2,819
| +1% | +$166K | 1.69% | 31 |
|
|
2023
Q3 | $11.7M | Buy |
208,694
+1,545
| +0.7% | +$86.5K | 1.78% | 29 |
|
|
2023
Q2 | $12.5M | Buy |
207,149
+1,749
| +0.9% | +$105K | 1.83% | 30 |
|
|
2023
Q1 | $12.7M | Buy |
205,400
+5,557
| +3% | +$345K | 1.9% | 27 |
|
|
2022
Q4 | $12.7M | Buy |
199,843
+5,024
| +3% | +$320K | 2.02% | 21 |
|
|
2022
Q3 | $10.9M | Buy |
194,819
+4,385
| +2% | +$246K | 2% | 23 |
|
|
2022
Q2 | $12M | Buy |
190,434
+1,088
| +0.6% | +$68.4K | 2.09% | 21 |
|
|
2022
Q1 | $11.7M | Buy |
189,346
+79
| +0% | +$4.9K | 1.79% | 28 |
|
|
2021
Q4 | $11.2M | Buy |
189,267
+3,775
| +2% | +$224K | 1.69% | 28 |
|
|
2021
Q3 | $9.73M | Buy |
185,492
+1,261
| +0.7% | +$66.2K | 1.59% | 31 |
|
|
2021
Q2 | $9.97M | Buy |
184,231
+5,310
| +3% | +$287K | 1.65% | 28 |
|
|
2021
Q1 | $9.43M | Buy |
178,921
+1,128
| +0.6% | +$59.5K | 1.75% | 28 |
|
|
2020
Q4 | $9.75M | Buy |
177,793
+2,746
| +2% | +$151K | 1.98% | 23 |
|
|
2020
Q3 | $8.64M | Buy |
175,047
+2,140
| +1% | +$106K | 2.05% | 23 |
|
|
2020
Q2 | $7.73M | Buy |
172,907
+1,317
| +0.8% | +$58.8K | 2.05% | 22 |
|
|
2020
Q1 | $7.59M | Sell |
171,590
-8,389
| -5% | -$371K | 2.58% | 16 |
|
|
2019
Q4 | $9.96M | Sell |
179,979
-377
| -0.2% | -$20.9K | 2.34% | 21 |
|
|
2019
Q3 | $9.82M | Sell |
180,356
-553
| -0.3% | -$30.1K | 2.5% | 20 |
|
|
2019
Q2 | $9.21M | Sell |
180,909
-1,271
| -0.7% | -$64.7K | 2.38% | 21 |
|
|
2019
Q1 | $8.54M | Buy |
182,180
+1,379
| +0.8% | +$64.6K | 2.25% | 23 |
|
|
2018
Q4 | $8.56M | Buy |
180,801
+1,881
| +1% | +$89.1K | 2.55% | 20 |
|
|
2018
Q3 | $8.26M | Sell |
178,920
-2,009
| -1% | -$92.8K | 2.07% | 26 |
|
|
2018
Q2 | $7.93M | Buy |
180,929
+2,265
| +1% | +$99.3K | 2.1% | 25 |
|
|
2018
Q1 | $7.75M | Sell |
178,664
-4,121
| -2% | -$179K | 2.17% | 26 |
|
|
2017
Q4 | $8.31M | Sell |
182,785
-1,112
| -0.6% | -$50.5K | 2.29% | 24 |
|
|
2017
Q3 | $8.2M | Buy |
183,897
+143
| +0.1% | +$6.38K | 2.26% | 25 |
|
|
2017
Q2 | $8.16M | Buy |
183,754
+9,132
| +5% | +$406K | 2.3% | 26 |
|
|
2017
Q1 | $7.32M | Buy |
174,622
+3,941
| +2% | +$165K | 2.17% | 28 |
|
|
2016
Q4 | $6.97M | Buy |
170,681
+6,883
| +4% | +$281K | 2.22% | 29 |
|
|
2016
Q3 | $6.82M | Buy |
163,798
+6,035
| +4% | +$251K | 2.37% | 28 |
|
|
2016
Q2 | $7.03M | Buy |
157,763
+4,467
| +3% | +$199K | 2.52% | 20 |
|
|
2016
Q1 | $6.96M | Buy |
153,296
+160
| +0.1% | +$7.27K | 2.66% | 19 |
|
|
2015
Q4 | $6.44M | Sell |
153,136
-570
| -0.4% | -$24K | 2.63% | 21 |
|
|
2015
Q3 | $6.04M | Buy |
153,706
+12,429
| +9% | +$488K | 2.67% | 20 |
|
|
2015
Q2 | $5.42M | Buy |
141,277
+8,633
| +7% | +$331K | 2.47% | 28 |
|
|
2015
Q1 | $5.25M | Buy |
132,644
+5,067
| +4% | +$201K | 2.44% | 26 |
|
|
2014
Q4 | $5.27M | Buy |
127,577
+2,746
| +2% | +$113K | 2.64% | 23 |
|
|
2014
Q3 | $5.22M | Sell |
124,831
-1,190
| -0.9% | -$49.8K | 2.74% | 23 |
|
|
2014
Q2 | $5.23M | Buy |
126,021
+4,851
| +4% | +$201K | 2.79% | 23 |
|
|
2014
Q1 | $4.64M | Buy |
121,170
+5,935
| +5% | +$227K | 2.66% | 25 |
|
|
2013
Q4 | $4.72M | Buy |
115,235
+6,193
| +6% | +$254K | 2.82% | 24 |
|
|
2013
Q3 | $4.1M | Buy |
109,042
+14,332
| +15% | +$538K | 2.67% | 27 |
|
|
2013
Q2 | $3.76M | Buy |
+94,710
| New | +$3.76M | 2.66% | 23 |
|