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Westchester Capital Management (Nebraska)’s Coca-Cola KO Stock Holding History

Westchester Capital Management (Nebraska)’s Portfolio KO Stock Details KO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$103K Hold
1,449
– – 0.02% 38
2025
Q1 		$104K Buy
1,449
+103
+8% +$7.38K 0.03% 38
2024
Q4 		$83.8K Sell
1,346
-269
-17% -$16.7K 0.02% 40
2024
Q3 		$116K Hold
1,615
– – 0.03% 39
2024
Q2 		$103K Hold
1,615
– – 0.03% 39
2024
Q1 		$98.8K Hold
1,615
– – 0.02% 39
2023
Q4 		$95.2K Hold
1,615
– – 0.03% 41
2023
Q3 		$90.4K Hold
1,615
– – 0.03% 39
2023
Q2 		$97.3K Buy
1,615
+210
+15% +$12.6K 0.03% 40
2023
Q1 		$87.2K Hold
1,405
– – 0.03% 40
2022
Q4 		$89.4K Hold
1,405
– – 0.03% 38
2022
Q3 		$79K Hold
1,405
– – 0.03% 39
2022
Q2 		$88K Hold
1,405
– – 0.03% 41
2022
Q1 		$87K Hold
1,405
– – 0.02% 39
2021
Q4 		$83K Hold
1,405
– – 0.02% 39
2021
Q3 		$74K Sell
1,405
-25
-2% -$1.32K 0.02% 39
2021
Q2 		$77K Hold
1,430
– – 0.02% 38
2021
Q1 		$75K Sell
1,430
-539
-27% -$28.3K 0.02% 39
2020
Q4 		$108K Hold
1,969
– – 0.03% 35
2020
Q3 		$97K Hold
1,969
– – 0.03% 32
2020
Q2 		$88K Sell
1,969
-2,000
-50% -$89.4K 0.03% 31
2020
Q1 		$176K Hold
3,969
– – 0.08% 29
2019
Q4 		$220K Buy
3,969
+2,000
+102% +$111K 0.08% 31
2019
Q3 		$107K Hold
1,969
– – 0.04% 30
2019
Q2 		$100K Hold
1,969
– – 0.04% 30
2019
Q1 		$92K Hold
1,969
– – 0.04% 29
2018
Q4 		$93K Hold
1,969
– – 0.04% 29
2018
Q3 		$91K Hold
1,969
– – 0.04% 29
2018
Q2 		$86K Hold
1,969
– – 0.04% 29
2018
Q1 		$86K Hold
1,969
– – 0.04% 29
2017
Q4 		$90K Sell
1,969
-35
-2% -$1.6K 0.04% 30
2017
Q3 		$90K Hold
2,004
– – 0.04% 29
2017
Q2 		$90K Hold
2,004
– – 0.04% 31
2017
Q1 		$85K Hold
2,004
– – 0.04% 31
2016
Q4 		$83K Hold
2,004
– – 0.04% 30
2016
Q3 		$85K Hold
2,004
– – 0.04% 31
2016
Q2 		$91K Hold
2,004
– – 0.04% 32
2016
Q1 		$93K Hold
2,004
– – 0.04% 32
2015
Q4 		$86K Hold
2,004
– – 0.04% 31
2015
Q3 		$80K Hold
2,004
– – 0.04% 31
2015
Q2 		$79K Hold
2,004
– – 0.04% 32
2015
Q1 		$81K Hold
2,004
– – 0.04% 32
2014
Q4 		$85K Hold
2,004
– – 0.04% 33
2014
Q3 		$85K Hold
2,004
– – 0.04% 34
2014
Q2 		$85K Sell
2,004
-100
-5% -$4.24K 0.04% 35
2014
Q1 		$81K Hold
2,104
– – 0.04% 36
2013
Q4 		$87K Hold
2,104
– – 0.05% 34
2013
Q3 		$80K Hold
2,104
– – 0.05% 33
2013
Q2 		$84K Buy
+2,104
New +$84K 0.05% 33