Wilkins Investment Counsel’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 | $2.16M | Sell |
30,545
-1,875
| -6% | -$133K | 0.31% | 55 |
|
2025
Q1 | $2.32M | Sell |
32,420
-196
| -0.6% | -$14K | 0.33% | 54 |
|
2024
Q4 | $2.03M | Sell |
32,616
-41
| -0.1% | -$2.55K | 0.29% | 57 |
|
2024
Q3 | $2.35M | Sell |
32,657
-3,381
| -9% | -$243K | 0.32% | 57 |
|
2024
Q2 | $2.29M | Buy |
36,038
+1,400
| +4% | +$89.1K | 0.34% | 57 |
|
2024
Q1 | $2.12M | Buy |
34,638
+24,968
| +258% | +$1.53M | 0.31% | 57 |
|
2023
Q4 | $570K | Sell |
9,670
-30
| -0.3% | -$1.77K | 0.14% | 60 |
|
2023
Q3 | $543K | Sell |
9,700
-100
| -1% | -$5.6K | 0.15% | 57 |
|
2023
Q2 | $590K | Sell |
9,800
-250
| -2% | -$15.1K | 0.15% | 58 |
|
2023
Q1 | $623K | Sell |
10,050
-50
| -0.5% | -$3.1K | 0.16% | 55 |
|
2022
Q4 | $642K | Sell |
10,100
-100
| -1% | -$6.36K | 0.17% | 56 |
|
2022
Q3 | $571K | Sell |
10,200
-50
| -0.5% | -$2.8K | 0.17% | 57 |
|
2022
Q2 | $645K | Hold |
10,250
| – | – | 0.17% | 57 |
|
2022
Q1 | $635K | Sell |
10,250
-14,080
| -58% | -$872K | 0.14% | 60 |
|
2021
Q4 | $1.44M | Sell |
24,330
-2,420
| -9% | -$143K | 0.32% | 51 |
|
2021
Q3 | $1.4M | Hold |
26,750
| – | – | 0.34% | 48 |
|
2021
Q2 | $1.45M | Sell |
26,750
-600
| -2% | -$32.5K | 0.36% | 47 |
|
2021
Q1 | $1.44M | Sell |
27,350
-3,950
| -13% | -$208K | 0.37% | 45 |
|
2020
Q4 | $1.72M | Sell |
31,300
-3,650
| -10% | -$200K | 0.48% | 42 |
|
2020
Q3 | $1.73M | Hold |
34,950
| – | – | 0.51% | 41 |
|
2020
Q2 | $1.56M | Hold |
34,950
| – | – | 0.49% | 42 |
|
2020
Q1 | $1.55M | Sell |
34,950
-1,780
| -5% | -$78.8K | 0.56% | 42 |
|
2019
Q4 | $2.03M | Sell |
36,730
-350
| -0.9% | -$19.4K | 0.58% | 40 |
|
2019
Q3 | $2.02M | Hold |
37,080
| – | – | 0.61% | 40 |
|
2019
Q2 | $1.89M | Sell |
37,080
-20
| -0.1% | -$1.02K | 0.57% | 40 |
|
2019
Q1 | $1.74M | Sell |
37,100
-200
| -0.5% | -$9.38K | 0.53% | 41 |
|
2018
Q4 | $1.77M | Sell |
37,300
-100
| -0.3% | -$4.74K | 0.59% | 39 |
|
2018
Q3 | $1.73M | Buy |
37,400
+400
| +1% | +$18.5K | 0.52% | 42 |
|
2018
Q2 | $1.62M | Sell |
37,000
-800
| -2% | -$35.1K | 0.51% | 42 |
|
2018
Q1 | $1.64M | Sell |
37,800
-600
| -2% | -$26.1K | 0.52% | 42 |
|
2017
Q4 | $1.76M | Sell |
38,400
-1,600
| -4% | -$73.4K | 0.53% | 44 |
|
2017
Q3 | $1.8M | Sell |
40,000
-200
| -0.5% | -$9K | 0.55% | 41 |
|
2017
Q2 | $1.8M | Sell |
40,200
-650
| -2% | -$29.2K | 0.57% | 41 |
|
2017
Q1 | $1.73M | Sell |
40,850
-1,300
| -3% | -$55.2K | 0.56% | 41 |
|
2016
Q4 | $1.75M | Hold |
42,150
| – | – | 0.56% | 41 |
|
2016
Q3 | $1.78M | Hold |
42,150
| – | – | 0.6% | 40 |
|
2016
Q2 | $1.91M | Sell |
42,150
-800
| -2% | -$36.3K | 0.65% | 40 |
|
2016
Q1 | $1.99M | Sell |
42,950
-300
| -0.7% | -$13.9K | 0.73% | 38 |
|
2015
Q4 | $1.86M | Hold |
43,250
| – | – | 0.7% | 40 |
|
2015
Q3 | $1.74M | Hold |
43,250
| – | – | 0.66% | 43 |
|
2015
Q2 | $1.7M | Hold |
43,250
| – | – | 0.62% | 43 |
|
2015
Q1 | $1.75M | Hold |
43,250
| – | – | 0.62% | 44 |
|
2014
Q4 | $1.83M | Sell |
43,250
-600
| -1% | -$25.3K | 0.63% | 43 |
|
2014
Q3 | $1.87M | Sell |
43,850
-800
| -2% | -$34.1K | 0.67% | 41 |
|
2014
Q2 | $1.89M | Sell |
44,650
-300
| -0.7% | -$12.7K | 0.67% | 41 |
|
2014
Q1 | $1.74M | Buy |
44,950
+15,500
| +53% | +$599K | 0.64% | 42 |
|
2013
Q4 | $1.22M | Sell |
29,450
-600
| -2% | -$24.8K | 0.51% | 40 |
|
2013
Q3 | $1.14M | Sell |
30,050
-100
| -0.3% | -$3.79K | 0.52% | 40 |
|
2013
Q2 | $1.21M | Buy |
+30,150
| New | +$1.21M | 0.56% | 38 |
|