SWK
Stephen W. Kidder’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Sell |
8,300
-50
| -0.6% | -$3.54K | 0.18% | 54 |
|
|
2025
Q1 | $598K | Sell |
8,350
-130
| -2% | -$9.31K | 0.19% | 50 |
|
|
2024
Q4 | $528K | Sell |
8,480
-250
| -3% | -$15.6K | 0.16% | 48 |
|
|
2024
Q3 | $627K | Sell |
8,730
-750
| -8% | -$53.9K | 0.19% | 47 |
|
|
2024
Q2 | $603K | Sell |
9,480
-100
| -1% | -$6.37K | 0.19% | 50 |
|
|
2024
Q1 | $586K | Sell |
9,580
-800
| -8% | -$48.9K | 0.19% | 51 |
|
|
2023
Q4 | $612K | Sell |
10,380
-1,950
| -16% | -$115K | 0.2% | 48 |
|
|
2023
Q3 | $690K | Sell |
12,330
-620
| -5% | -$34.7K | 0.24% | 48 |
|
|
2023
Q2 | $780K | Sell |
12,950
-100
| -0.8% | -$6.02K | 0.26% | 49 |
|
|
2023
Q1 | $809K | Hold |
13,050
| – | – | 0.28% | 49 |
|
|
2022
Q4 | $830K | Buy |
13,050
+5,200
| +66% | +$331K | 0.3% | 47 |
|
|
2022
Q3 | $440K | Sell |
7,850
-200
| -2% | -$11.2K | 0.18% | 48 |
|
|
2022
Q2 | $506K | Sell |
8,050
-50
| -0.6% | -$3.14K | 0.2% | 48 |
|
|
2022
Q1 | $503K | Sell |
8,100
-200
| -2% | -$12.4K | 0.16% | 55 |
|
|
2021
Q4 | $492K | Sell |
8,300
-100
| -1% | -$5.93K | 0.15% | 53 |
|
|
2021
Q3 | $440K | Sell |
8,400
-150
| -2% | -$7.86K | 0.14% | 55 |
|
|
2021
Q2 | $463K | Sell |
8,550
-800
| -9% | -$43.3K | 0.14% | 53 |
|
|
2021
Q1 | $493K | Sell |
9,350
-2,400
| -20% | -$127K | 0.16% | 54 |
|
|
2020
Q4 | $644K | Sell |
11,750
-5,050
| -30% | -$277K | 0.21% | 47 |
|
|
2020
Q3 | $829K | Sell |
16,800
-300
| -2% | -$14.8K | 0.29% | 44 |
|
|
2020
Q2 | $764K | Sell |
17,100
-200
| -1% | -$8.94K | 0.29% | 46 |
|
|
2020
Q1 | $765K | Sell |
17,300
-625
| -3% | -$27.6K | 0.35% | 45 |
|
|
2019
Q4 | $992K | Sell |
17,925
-350
| -2% | -$19.4K | 0.37% | 46 |
|
|
2019
Q3 | $994K | Sell |
18,275
-885
| -5% | -$48.1K | 0.39% | 44 |
|
|
2019
Q2 | $976K | Sell |
19,160
-65
| -0.3% | -$3.31K | 0.39% | 45 |
|
|
2019
Q1 | $901K | Sell |
19,225
-2,075
| -10% | -$97.2K | 0.37% | 44 |
|
|
2018
Q4 | $1.01M | Sell |
21,300
-100
| -0.5% | -$4.73K | 0.44% | 42 |
|
|
2018
Q3 | $990K | Sell |
21,400
-450
| -2% | -$20.8K | 0.36% | 48 |
|
|
2018
Q2 | $959K | Sell |
21,850
-250
| -1% | -$11K | 0.37% | 49 |
|
|
2018
Q1 | $960K | Sell |
22,100
-500
| -2% | -$21.7K | 0.37% | 50 |
|
|
2017
Q4 | $1.04M | Sell |
22,600
-1,900
| -8% | -$87.2K | 0.37% | 50 |
|
|
2017
Q3 | $1.1M | Sell |
24,500
-650
| -3% | -$29.3K | 0.41% | 47 |
|
|
2017
Q2 | $1.13M | Sell |
25,150
-150
| -0.6% | -$6.73K | 0.43% | 47 |
|
|
2017
Q1 | $1.07M | Sell |
25,300
-1,068
| -4% | -$45.3K | 0.41% | 51 |
|
|
2016
Q4 | $1.09M | Sell |
26,368
-385
| -1% | -$16K | 0.44% | 50 |
|
|
2016
Q3 | $1.13M | Sell |
26,753
-300
| -1% | -$12.7K | 0.45% | 49 |
|
|
2016
Q2 | $1.23M | Sell |
27,053
-100
| -0.4% | -$4.53K | 0.49% | 50 |
|
|
2016
Q1 | $1.26M | Sell |
27,153
-100
| -0.4% | -$4.64K | 0.51% | 47 |
|
|
2015
Q4 | $1.17M | Sell |
27,253
-250
| -0.9% | -$10.7K | 0.5% | 48 |
|
|
2015
Q3 | $1.1M | Sell |
27,503
-200
| -0.7% | -$8.02K | 0.55% | 45 |
|
|
2015
Q2 | $1.09M | Sell |
27,703
-3,366
| -11% | -$132K | 0.49% | 48 |
|
|
2015
Q1 | $1.26M | Sell |
31,069
-1,534
| -5% | -$62.2K | 0.55% | 48 |
|
|
2014
Q4 | $1.38M | Sell |
32,603
-500
| -2% | -$21.1K | 0.6% | 45 |
|
|
2014
Q3 | $1.41M | Buy |
33,103
+23,850
| +258% | +$1.02M | 0.64% | 45 |
|
|
2014
Q2 | $392K | Sell |
9,253
-500
| -5% | -$21.2K | 0.26% | 52 |
|
|
2014
Q1 | $377K | Hold |
9,753
| – | – | 0.25% | 52 |
|
|
2013
Q4 | $403K | Sell |
9,753
-100
| -1% | -$4.13K | 0.28% | 50 |
|
|
2013
Q3 | $373K | Sell |
9,853
-1,318
| -12% | -$49.9K | 0.29% | 50 |
|
|
2013
Q2 | $448K | Buy |
+11,171
| New | +$448K | 0.36% | 51 |
|