Stuart Chaussee & Associates’s Coca-Cola KO Stock Holding History

Stuart Chaussee & Associates’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$89.9K	Hold	1,270	–	–	0.02%	64
2025 Q1	$91K	Hold	1,270	–	–	0.02%	57
2024 Q4	$79.1K	Hold	1,270	–	–	0.02%	63
2024 Q3	$91.3K	Hold	1,270	–	–	0.02%	49
2024 Q2	$80.8K	Hold	1,270	–	–	0.02%	49
2024 Q1	$77.7K	Sell	1,270 -735	-37%	-$45K	0.02%	48
2023 Q4	$118K	Sell	2,005 -133	-6%	-$7.84K	0.03%	38
2023 Q3	$120K	Hold	2,138	–	–	0.04%	29
2023 Q2	$129K	Hold	2,138	–	–	0.04%	29
2023 Q1	$133K	Sell	2,138 -182	-8%	-$11.3K	0.05%	27
2022 Q4	$148K	Hold	2,320	–	–	0.05%	27
2022 Q3	$130K	Hold	2,320	–	–	0.3%	20
2022 Q2	$146K	Hold	2,320	–	–	0.32%	19
2022 Q1	$144K	Buy	2,320 +182	+9%	+$11.3K	0.07%	26
2021 Q4	$127K	Hold	2,138	–	–	0.05%	28
2021 Q3	$112K	Hold	2,138	–	–	0.17%	23
2021 Q2	$116K	Sell	2,138 -118	-5%	-$6.4K	0.05%	29
2021 Q1	$119K	Buy	2,256 +118	+6%	+$6.22K	0.05%	36
2020 Q4	$117K	Hold	2,138	–	–	0.05%	31
2020 Q3	$106K	Sell	2,138 -1,123	-34%	-$55.7K	0.05%	31
2020 Q2	$146K	Sell	3,261 -885	-21%	-$39.6K	0.08%	23
2020 Q1	$183K	Sell	4,146 -5,444	-57%	-$240K	0.17%	11
2019 Q4	$531K	Sell	9,590 -675	-7%	-$37.4K	0.3%	12
2019 Q3	$559K	Hold	10,265	–	–	0.34%	7
2019 Q2	$523K	Buy	10,265 +620	+6%	+$31.6K	0.32%	10
2019 Q1	$452K	Buy	9,645 +1,440	+18%	+$67.5K	0.29%	10
2018 Q4	$389K	Hold	8,205	–	–	0.3%	7
2018 Q3	$379K	Sell	8,205 -240	-3%	-$11.1K	0.24%	14
2018 Q2	$370K	Hold	8,445	–	–	0.25%	14
2018 Q1	$367K	Buy	8,445 +740	+10%	+$32.2K	1.52%	5
2017 Q4	$352K	Hold	7,705	–	–	0.25%	11
2017 Q3	$351K	Hold	7,705	–	–	0.26%	13
2017 Q2	$346K	Hold	7,705	–	–	0.26%	13
2017 Q1	$327K	Buy	7,705 +2,025	+36%	+$85.9K	0.32%	9
2016 Q4	$235K	Sell	5,680 -15,930	-74%	-$659K	0.18%	14
2016 Q3	$915K	Buy	21,610 +6,685	+45%	+$283K	0.74%	9
2016 Q2	$673K	Buy	14,925 +10,200	+216%	+$460K	0.55%	9
2016 Q1	$219K	Sell	4,725 -226,758	-98%	-$10.5M	0.2%	17
2015 Q4	$9.95M	Buy	+231,483	New	+$9.95M	9.34%	3