UB
UMB Bank’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
259,703
+153,880
| +145% | +$10.9M | 0.29% | 68 |
|
|
2025
Q1 | $7.58M | Sell |
105,823
-853
| -0.8% | -$61.1K | 0.12% | 124 |
|
|
2024
Q4 | $6.64M | Sell |
106,676
-2,301
| -2% | -$143K | 0.11% | 133 |
|
|
2024
Q3 | $7.83M | Sell |
108,977
-1,423
| -1% | -$102K | 0.12% | 128 |
|
|
2024
Q2 | $7.03M | Sell |
110,400
-56,379
| -34% | -$3.59M | 0.12% | 130 |
|
|
2024
Q1 | $10.2M | Sell |
166,779
-421,527
| -72% | -$25.8M | 0.16% | 119 |
|
|
2023
Q4 | $34.7M | Sell |
588,306
-2,278
| -0.4% | -$134K | 0.51% | 48 |
|
|
2023
Q3 | $33.1M | Buy |
590,584
+1,755
| +0.3% | +$98.2K | 0.53% | 48 |
|
|
2023
Q2 | $35.5M | Sell |
588,829
-855
| -0.1% | -$51.5K | 0.54% | 46 |
|
|
2023
Q1 | $36.6M | Sell |
589,684
-1,510
| -0.3% | -$93.7K | 0.59% | 43 |
|
|
2022
Q4 | $37.6M | Sell |
591,194
-8,056
| -1% | -$512K | 0.59% | 42 |
|
|
2022
Q3 | $33.6M | Sell |
599,250
-27,840
| -4% | -$1.56M | 0.57% | 43 |
|
|
2022
Q2 | $39.5M | Sell |
627,090
-4,512
| -0.7% | -$284K | 0.61% | 41 |
|
|
2022
Q1 | $39.2M | Sell |
631,602
-7,324
| -1% | -$454K | 0.52% | 47 |
|
|
2021
Q4 | $37.8M | Buy |
638,926
+539,209
| +541% | +$31.9M | 0.48% | 50 |
|
|
2021
Q3 | $5.23M | Sell |
99,717
-3,748
| -4% | -$197K | 0.12% | 140 |
|
|
2021
Q2 | $5.6M | Sell |
103,465
-2,375
| -2% | -$129K | 0.13% | 130 |
|
|
2021
Q1 | $5.58M | Sell |
105,840
-2,075
| -2% | -$109K | 0.14% | 127 |
|
|
2020
Q4 | $5.92M | Sell |
107,915
-5,871
| -5% | -$322K | 0.16% | 118 |
|
|
2020
Q3 | $5.08M | Hold |
113,786
| – | – | 0.16% | 121 |
|
|
2020
Q2 | $5.08M | Sell |
113,786
-4,355
| -4% | -$195K | 0.16% | 121 |
|
|
2020
Q1 | $5.23M | Sell |
118,141
-6,720
| -5% | -$297K | 0.19% | 110 |
|
|
2019
Q4 | $6.91M | Sell |
124,861
-266
| -0.2% | -$14.7K | 0.19% | 105 |
|
|
2019
Q3 | $6.81K | Sell |
125,127
-3,924
| -3% | -$214 | 0.16% | 103 |
|
|
2019
Q2 | $6.57K | Sell |
129,051
-1,605
| -1% | -$82 | 0.16% | 97 |
|
|
2019
Q1 | $6.12M | Sell |
130,656
-1,790
| -1% | -$83.9K | 0.19% | 100 |
|
|
2018
Q4 | $6.27K | Sell |
132,446
-814
| -0.6% | -$39 | 0.19% | 97 |
|
|
2018
Q3 | $6.16M | Buy |
133,260
+2,084
| +2% | +$96.3K | 0.18% | 107 |
|
|
2018
Q2 | $5.75M | Sell |
131,176
-9,642
| -7% | -$423K | 0.18% | 108 |
|
|
2018
Q1 | $6.12M | Sell |
140,818
-1,587
| -1% | -$68.9K | 0.2% | 107 |
|
|
2017
Q4 | $6.53M | Sell |
142,405
-479
| -0.3% | -$22K | 0.21% | 98 |
|
|
2017
Q3 | $6.43M | Sell |
142,884
-9,747
| -6% | -$439K | 0.22% | 94 |
|
|
2017
Q2 | $6.85M | Sell |
152,631
-2,700
| -2% | -$121K | 0.24% | 87 |
|
|
2017
Q1 | $6.59M | Buy |
155,331
+2,408
| +2% | +$102K | 0.23% | 87 |
|
|
2016
Q4 | $6.34M | Sell |
152,923
-1,575
| -1% | -$65.3K | 0.23% | 87 |
|
|
2016
Q3 | $6.54M | Buy |
154,498
+1,518
| +1% | +$64.2K | 0.26% | 83 |
|
|
2016
Q2 | $6.93M | Sell |
152,980
-11,306
| -7% | -$512K | 0.29% | 77 |
|
|
2016
Q1 | $7.62M | Sell |
164,286
-9,803
| -6% | -$455K | 0.32% | 76 |
|
|
2015
Q4 | $7.48M | Sell |
174,089
-23,069
| -12% | -$991K | 0.33% | 75 |
|
|
2015
Q3 | $7.91M | Sell |
197,158
-14,415
| -7% | -$578K | 0.46% | 60 |
|
|
2015
Q2 | $8.3K | Sell |
211,573
-5,984
| -3% | -$235 | 0.38% | 68 |
|
|
2015
Q1 | $8.82K | Sell |
217,557
-1,565
| -0.7% | -$63 | 0.4% | 68 |
|
|
2014
Q4 | $9.25M | Sell |
219,122
-6,712
| -3% | -$283K | 0.41% | 63 |
|
|
2014
Q3 | $9.63K | Sell |
225,834
-8,656
| -4% | -$369 | 0.47% | 55 |
|
|
2014
Q2 | $9.93M | Sell |
234,490
-13,507
| -5% | -$572K | 0.47% | 49 |
|
|
2014
Q1 | $9.59M | Sell |
247,997
-4,242
| -2% | -$164K | 0.54% | 52 |
|
|
2013
Q4 | $10.4K | Sell |
252,239
-31,082
| -11% | -$1.28K | 0.57% | 47 |
|
|
2013
Q3 | $10.7K | Sell |
283,321
-96,011
| -25% | -$3.64K | 0.62% | 41 |
|
|
2013
Q2 | $15.2K | Buy |
+379,332
| New | +$15.2K | 0.89% | 28 |
|