Stolper & 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 | $7.2M | Sell |
101,701
-886
| -0.9% | -$62.7K | 2.36% | 16 |
|
|
2025
Q1 | $7.35M | Buy |
102,587
+395
| +0.4% | +$28.3K | 2.41% | 13 |
|
|
2024
Q4 | $6.36M | Buy |
102,192
+1,382
| +1% | +$86K | 2.12% | 18 |
|
|
2024
Q3 | $7.24M | Buy |
100,810
+355
| +0.4% | +$25.5K | 2.37% | 13 |
|
|
2024
Q2 | $6.39M | Buy |
100,455
+3,120
| +3% | +$199K | 2.25% | 17 |
|
|
2024
Q1 | $5.96M | Buy |
97,335
+865
| +0.9% | +$52.9K | 2.15% | 19 |
|
|
2023
Q4 | $5.69M | Buy |
96,470
+187
| +0.2% | +$11K | 2.29% | 17 |
|
|
2023
Q3 | $5.39M | Buy |
96,283
+226
| +0.2% | +$12.7K | 2.34% | 13 |
|
|
2023
Q2 | $5.79M | Sell |
96,057
-730
| -0.8% | -$44K | 2.44% | 14 |
|
|
2023
Q1 | $6M | Buy |
96,787
+3,558
| +4% | +$221K | 2.57% | 11 |
|
|
2022
Q4 | $5.93M | Buy |
93,229
+1,531
| +2% | +$97.4K | 2.6% | 8 |
|
|
2022
Q3 | $5.14M | Buy |
91,698
+2,656
| +3% | +$149K | 2.53% | 9 |
|
|
2022
Q2 | $5.6M | Buy |
89,042
+1,309
| +1% | +$82.4K | 2.63% | 11 |
|
|
2022
Q1 | $5.44M | Buy |
87,733
+1,411
| +2% | +$87.5K | 2.3% | 13 |
|
|
2021
Q4 | $5.11M | Buy |
86,322
+687
| +0.8% | +$40.7K | 2.28% | 16 |
|
|
2021
Q3 | $4.49M | Buy |
85,635
+418
| +0.5% | +$21.9K | 2.15% | 18 |
|
|
2021
Q2 | $4.61M | Buy |
85,217
+1,387
| +2% | +$75K | 2.17% | 18 |
|
|
2021
Q1 | $4.42M | Buy |
83,830
+178
| +0.2% | +$9.38K | 2.28% | 15 |
|
|
2020
Q4 | $4.59M | Buy |
83,652
+399
| +0.5% | +$21.9K | 2.57% | 10 |
|
|
2020
Q3 | $4.11M | Sell |
83,253
-3,541
| -4% | -$175K | 2.66% | 9 |
|
|
2020
Q2 | $3.88M | Sell |
86,794
-3,025
| -3% | -$135K | 2.53% | 10 |
|
|
2020
Q1 | $3.97M | Buy |
+89,819
| New | +$3.97M | 2.85% | 7 |
|