WhitTier Trust Company’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.83M | Sell |
96,603
-1,575
| -2% | -$111K | 0.16% | 129 |
|
|
2025
Q1 | $7.03M | Sell |
98,178
-668
| -0.7% | -$47.8K | 0.18% | 115 |
|
|
2024
Q4 | $6.15M | Sell |
98,846
-6,503
| -6% | -$405K | 0.15% | 126 |
|
|
2024
Q3 | $7.57M | Sell |
105,349
-1,293
| -1% | -$92.9K | 0.2% | 106 |
|
|
2024
Q2 | $6.79M | Sell |
106,642
-1,335
| -1% | -$85K | 0.19% | 107 |
|
|
2024
Q1 | $6.61M | Buy |
107,977
+2,283
| +2% | +$140K | 0.19% | 114 |
|
|
2023
Q4 | $6.23M | Sell |
105,694
-1,747
| -2% | -$103K | 0.2% | 111 |
|
|
2023
Q3 | $6.01M | Sell |
107,441
-1,690
| -2% | -$94.6K | 0.21% | 109 |
|
|
2023
Q2 | $6.57M | Buy |
109,131
+838
| +0.8% | +$50.5K | 0.22% | 105 |
|
|
2023
Q1 | $6.72M | Sell |
108,293
-1,058
| -1% | -$65.6K | 0.25% | 98 |
|
|
2022
Q4 | $6.96M | Sell |
109,351
-326
| -0.3% | -$20.7K | 0.27% | 86 |
|
|
2022
Q3 | $6.14M | Sell |
109,677
-744
| -0.7% | -$41.7K | 0.26% | 91 |
|
|
2022
Q2 | $6.95M | Buy |
110,421
+2,397
| +2% | +$151K | 0.29% | 83 |
|
|
2022
Q1 | $6.7M | Buy |
108,024
+671
| +0.6% | +$41.6K | 0.24% | 100 |
|
|
2021
Q4 | $6.36M | Sell |
107,353
-122
| -0.1% | -$7.22K | 0.23% | 102 |
|
|
2021
Q3 | $5.64M | Sell |
107,475
-77
| -0.1% | -$4.04K | 0.23% | 106 |
|
|
2021
Q2 | $5.82M | Sell |
107,552
-2,210
| -2% | -$120K | 0.24% | 100 |
|
|
2021
Q1 | $5.79M | Buy |
109,762
+5,126
| +5% | +$270K | 0.26% | 94 |
|
|
2020
Q4 | $5.74M | Buy |
104,636
+11,783
| +13% | +$646K | 0.29% | 86 |
|
|
2020
Q3 | $4.58M | Buy |
92,853
+1,090
| +1% | +$53.8K | 0.26% | 94 |
|
|
2020
Q2 | $4.1M | Sell |
91,763
-1,288
| -1% | -$57.5K | 0.26% | 95 |
|
|
2020
Q1 | $4.12M | Buy |
93,051
+4,382
| +5% | +$194K | 0.32% | 85 |
|
|
2019
Q4 | $4.91M | Sell |
88,669
-8,093
| -8% | -$448K | 0.31% | 86 |
|
|
2019
Q3 | $5.27M | Buy |
96,762
+813
| +0.8% | +$44.2K | 0.37% | 78 |
|
|
2019
Q2 | $4.88M | Sell |
95,949
-23,264
| -20% | -$1.18M | 0.35% | 81 |
|
|
2019
Q1 | $5.59M | Sell |
119,213
-9,395
| -7% | -$440K | 0.41% | 65 |
|
|
2018
Q4 | $6.09M | Sell |
128,608
-1,542
| -1% | -$73K | 0.5% | 56 |
|
|
2018
Q3 | $6.01M | Sell |
130,150
-20,033
| -13% | -$925K | 0.44% | 62 |
|
|
2018
Q2 | $6.59M | Sell |
150,183
-243
| -0.2% | -$10.7K | 0.52% | 54 |
|
|
2018
Q1 | $6.53M | Buy |
150,426
+5,926
| +4% | +$257K | 0.53% | 56 |
|
|
2017
Q4 | $6.63M | Buy |
144,500
+9,282
| +7% | +$426K | 0.57% | 53 |
|
|
2017
Q3 | $6.09M | Sell |
135,218
-1,050
| -0.8% | -$47.3K | 0.57% | 54 |
|
|
2017
Q2 | $6.11M | Sell |
136,268
-5,679
| -4% | -$255K | 0.59% | 50 |
|
|
2017
Q1 | $6.02M | Sell |
141,947
-973
| -0.7% | -$41.3K | 0.6% | 49 |
|
|
2016
Q4 | $5.92M | Sell |
142,920
-1,084
| -0.8% | -$44.9K | 0.63% | 45 |
|
|
2016
Q3 | $6.09M | Sell |
144,004
-2,188
| -1% | -$92.6K | 0.69% | 42 |
|
|
2016
Q2 | $6.63M | Sell |
146,192
-3,296
| -2% | -$149K | 0.76% | 40 |
|
|
2016
Q1 | $6.93M | Sell |
149,488
-1,290
| -0.9% | -$59.8K | 0.81% | 36 |
|
|
2015
Q4 | $6.48M | Sell |
150,778
-536
| -0.4% | -$23K | 0.76% | 37 |
|
|
2015
Q3 | $6.07M | Sell |
151,314
-263
| -0.2% | -$10.5K | 0.74% | 39 |
|
|
2015
Q2 | $5.95M | Sell |
151,577
-4,542
| -3% | -$178K | 0.66% | 49 |
|
|
2015
Q1 | $6.33M | Sell |
156,119
-144
| -0.1% | -$5.84K | 0.7% | 43 |
|
|
2014
Q4 | $6.6M | Sell |
156,263
-8,705
| -5% | -$368K | 0.74% | 35 |
|
|
2014
Q3 | $7.04M | Buy |
164,968
+489
| +0.3% | +$20.9K | 0.81% | 31 |
|
|
2014
Q2 | $6.97M | Sell |
164,479
-2,127
| -1% | -$90.1K | 0.78% | 29 |
|
|
2014
Q1 | $6.44M | Sell |
166,606
-1,455
| -0.9% | -$56.2K | 0.75% | 35 |
|
|
2013
Q4 | $6.94M | Buy |
168,061
+13,318
| +9% | +$550K | 0.84% | 29 |
|
|
2013
Q3 | $5.86M | Buy |
154,743
+1,237
| +0.8% | +$46.9K | 0.79% | 33 |
|
|
2013
Q2 | $6.16M | Buy |
+153,506
| New | +$6.16M | 0.89% | 27 |
|