Tortoise Investment Management’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 | $247K | Buy |
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|
2025
Q1 | $110K | Sell |
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|
2024
Q4 | $188K | Buy |
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|
2024
Q3 | $201K | Sell |
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|
2024
Q2 | $184K | Buy |
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|
2024
Q1 | $117K | Sell |
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|
2023
Q4 | $119K | Buy |
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|
2023
Q3 | $109K | Buy |
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|
2023
Q2 | $114K | Buy |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q4 | $120K | Buy |
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|
2022
Q3 | $104K | Buy |
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|
2022
Q2 | $55K | Sell |
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|
2022
Q1 | $55K | Buy |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $32K | Hold |
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|
2021
Q2 | $33K | Buy |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $16K | Buy |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Sell |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $16K | Sell |
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|
2019
Q2 | $117K | Hold |
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|
2019
Q1 | $108K | Sell |
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|
2018
Q4 | $116K | Hold |
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|
2018
Q3 | $113K | Hold |
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|
2018
Q2 | $107K | Buy |
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|
2018
Q1 | $104K | Sell |
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|
2017
Q4 | $233K | Sell |
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|
2017
Q3 | $277K | Buy |
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|
2017
Q2 | $241K | Sell |
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|
2017
Q1 | $230K | Buy |
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|
2016
Q4 | $221K | Sell |
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|
2016
Q3 | $292K | Sell |
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|
2016
Q2 | $505K | Buy |
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|
2016
Q1 | $312K | Sell |
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|
2015
Q4 | $314K | Buy |
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|
2015
Q3 | $265K | Hold |
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|
2015
Q2 | $259K | Sell |
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|
2015
Q1 | $269K | Buy |
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|
2014
Q4 | $173K | Hold |
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|
2014
Q3 | $175K | Sell |
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|
2014
Q2 | $196K | Buy |
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|
2014
Q1 | $159K | Hold |
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|
2013
Q4 | $169K | Hold |
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|
2013
Q3 | $155K | Buy |
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|
2013
Q2 | $6K | Buy |
|