Welch Group’s Coca-Cola KO Stock Holding History

Welch Group’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	$18.3M	Buy	259,317 +2,652	+1%	+$188K	0.77%	33
2025 Q1	$18.1M	Buy	256,665 +7,228	+3%	+$509K	0.79%	33
2024 Q4	$15.5M	Buy	249,437 +5,257	+2%	+$326K	0.7%	33
2024 Q3	$17.5M	Buy	244,180 +3,444	+1%	+$247K	0.76%	33
2024 Q2	$15.3M	Buy	240,736 +11,618	+5%	+$739K	0.74%	33
2024 Q1	$14M	Buy	229,118 +9,070	+4%	+$555K	0.7%	33
2023 Q4	$13M	Buy	220,048 +4,793	+2%	+$282K	0.7%	33
2023 Q3	$12M	Sell	215,255 -797	-0.4%	-$44.6K	0.71%	32
2023 Q2	$13M	Buy	216,052 +8,333	+4%	+$502K	0.75%	32
2023 Q1	$12.9M	Sell	207,719 -12,736	-6%	-$790K	0.75%	32
2022 Q4	$14M	Buy	220,455 +1,214	+0.6%	+$77.2K	0.8%	32
2022 Q3	$12.3M	Sell	219,241 -636	-0.3%	-$35.6K	0.8%	32
2022 Q2	$13.8M	Buy	219,877 +1,928	+0.9%	+$121K	0.84%	32
2022 Q1	$13.5M	Sell	217,949 -1,598	-0.7%	-$99.1K	0.77%	32
2021 Q4	$13M	Buy	219,547 +7,039	+3%	+$417K	0.76%	33
2021 Q3	$11.2M	Buy	212,508 +7,692	+4%	+$404K	0.75%	32
2021 Q2	$11.1M	Buy	204,816 +3,284	+2%	+$178K	0.76%	32
2021 Q1	$10.6M	Buy	201,532 +26,915	+15%	+$1.42M	0.76%	32
2020 Q4	$9.58M	Sell	174,617 -4,035	-2%	-$221K	0.77%	32
2020 Q3	$8.82M	Buy	178,652 +63,073	+55%	+$3.11M	0.77%	32
2020 Q2	$5.16M	Buy	115,579 +7,771	+7%	+$347K	0.48%	33
2020 Q1	$4.77M	Buy	107,808 +27,813	+35%	+$1.23M	0.51%	35
2019 Q4	$4.43M	Sell	79,995 -467	-0.6%	-$25.9K	0.44%	36
2019 Q3	$4.38M	Sell	80,462 -61	-0.1%	-$3.32K	0.45%	35
2019 Q2	$4.1M	Sell	80,523 -11,431	-12%	-$582K	0.44%	35
2019 Q1	$4.31M	Buy	91,954 +415	+0.5%	+$19.4K	0.47%	35
2018 Q4	$4.33M	Buy	91,539 +997	+1%	+$47.2K	0.53%	35
2018 Q3	$4.18K	Sell	90,542 -306	-0.3%	-$14	0.44%	37
2018 Q2	$3.99M	Sell	90,848 -30	-0%	-$1.32K	0.5%	35
2018 Q1	$3.95M	Buy	90,878 +6,695	+8%	+$291K	0.5%	34
2017 Q4	$3.86M	Buy	84,183 +5,171	+7%	+$237K	0.6%	34
2017 Q3	$3.56M	Sell	79,012 -1,436	-2%	-$64.6K	0.59%	34
2017 Q2	$3.61M	Buy	80,448 +17,727	+28%	+$795K	0.6%	34
2017 Q1	$2.66M	Sell	62,721 -2,751	-4%	-$117K	0.5%	35
2016 Q4	$2.71M	Buy	65,472 +7	+0%	+$290	0.53%	34
2016 Q3	$2.77M	Buy	65,465 +20,065	+44%	+$849K	0.55%	35
2016 Q2	$2.06M	Sell	45,400 -19,541	-30%	-$886K	0.42%	35
2016 Q1	$3.01M	Buy	64,941 +175	+0.3%	+$8.12K	0.5%	33
2015 Q4	$2.78M	Buy	64,766 +938	+1%	+$40.3K	0.5%	34
2015 Q3	$2.56M	Buy	63,828 +1,699	+3%	+$68.2K	0.5%	36
2015 Q2	$2.44M	Buy	62,129 +1,310	+2%	+$51.4K	0.46%	36
2015 Q1	$2.47K	Buy	60,819 +1,192	+2%	+$48	0.45%	35
2014 Q4	$2.52M	Sell	59,627 -1,818	-3%	-$76.7K	0.49%	35
2014 Q3	$2.62M	Sell	61,445 -958	-2%	-$40.9K	0.54%	35
2014 Q2	$2.64M	Buy	62,403 +1,080	+2%	+$45.7K	0.55%	34
2014 Q1	$2.37M	Sell	61,323 -1,825	-3%	-$70.6K	0.54%	36
2013 Q4	$2.61M	Buy	63,148 +1,386	+2%	+$57.3K	0.59%	34
2013 Q3	$2.34M	Buy	61,762 +435	+0.7%	+$16.5K	0.58%	35
2013 Q2	$2.46M	Buy	+61,327	New	+$2.46M	0.64%	34