Wimmer Associates 1’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 | $544K | Sell |
7,692
-12
| -0.2% | -$849 | 0.28% | 72 |
|
|
2025
Q1 | $531K | Sell |
7,704
-823
| -10% | -$56.8K | 0.28% | 70 |
|
|
2024
Q4 | $531K | Hold |
8,527
| – | – | 0.26% | 73 |
|
|
2024
Q3 | $613K | Sell |
8,527
-1,351
| -14% | -$97.1K | 0.3% | 72 |
|
|
2024
Q2 | $629K | Buy |
9,878
+41
| +0.4% | +$2.61K | 0.32% | 65 |
|
|
2024
Q1 | $602K | Buy |
9,837
+110
| +1% | +$6.73K | 0.32% | 71 |
|
|
2023
Q4 | $573K | Sell |
9,727
-251
| -3% | -$14.8K | 0.32% | 72 |
|
|
2023
Q3 | $559K | Buy |
9,978
+56
| +0.6% | +$3.14K | 0.35% | 67 |
|
|
2023
Q2 | $597K | Hold |
9,922
| – | – | 0.36% | 68 |
|
|
2023
Q1 | $634K | Sell |
9,922
-268
| -3% | -$17.1K | 0.41% | 59 |
|
|
2022
Q4 | $648K | Sell |
10,190
-650
| -6% | -$41.3K | 0.43% | 62 |
|
|
2022
Q3 | $649K | Buy |
10,840
+206
| +2% | +$12.3K | 0.43% | 61 |
|
|
2022
Q2 | $669K | Buy |
10,634
+77
| +0.7% | +$4.84K | 0.44% | 55 |
|
|
2022
Q1 | $655K | Sell |
10,557
-139
| -1% | -$8.62K | 0.36% | 61 |
|
|
2021
Q4 | $633K | Sell |
10,696
-133
| -1% | -$7.87K | 0.34% | 66 |
|
|
2021
Q3 | $568K | Sell |
10,829
-92
| -0.8% | -$4.83K | 0.34% | 72 |
|
|
2021
Q2 | $591K | Sell |
10,921
-3,430
| -24% | -$186K | 0.35% | 69 |
|
|
2021
Q1 | $756K | Buy |
14,351
+3,190
| +29% | +$168K | 0.41% | 55 |
|
|
2020
Q4 | $612K | Sell |
11,161
-2,845
| -20% | -$156K | 0.37% | 57 |
|
|
2020
Q3 | $691K | Buy |
14,006
+3,395
| +32% | +$167K | 0.47% | 53 |
|
|
2020
Q2 | $506K | Sell |
10,611
-3,745
| -26% | -$179K | 0.39% | 59 |
|
|
2020
Q1 | $639K | Buy |
14,356
+4,980
| +53% | +$222K | 0.59% | 48 |
|
|
2019
Q4 | $519K | Hold |
9,376
| – | – | 0.42% | 64 |
|
|
2019
Q3 | $510K | Sell |
9,376
-845
| -8% | -$46K | 0.44% | 58 |
|
|
2019
Q2 | $520K | Hold |
10,221
| – | – | 0.45% | 59 |
|
|
2019
Q1 | $479K | Hold |
10,221
| – | – | 0.42% | 62 |
|
|
2018
Q4 | $484K | Buy |
10,221
+175
| +2% | +$8.29K | 0.48% | 55 |
|
|
2018
Q3 | $464K | Sell |
10,046
-662
| -6% | -$30.6K | 0.39% | 68 |
|
|
2018
Q2 | $470K | Hold |
10,708
| – | – | 0.42% | 65 |
|
|
2018
Q1 | $465K | Hold |
10,708
| – | – | 0.41% | 70 |
|
|
2017
Q4 | $491K | Buy |
10,708
+75
| +0.7% | +$3.44K | 0.44% | 64 |
|
|
2017
Q3 | $479K | Sell |
10,633
-1,170
| -10% | -$52.7K | 0.44% | 67 |
|
|
2017
Q2 | $529K | Sell |
11,803
-1,000
| -8% | -$44.8K | 0.49% | 63 |
|
|
2017
Q1 | $543K | Sell |
12,803
-1,060
| -8% | -$45K | 0.51% | 63 |
|
|
2016
Q4 | $575K | Sell |
13,863
-1,590
| -10% | -$65.9K | 0.53% | 57 |
|
|
2016
Q3 | $654K | Hold |
15,453
| – | – | 0.59% | 51 |
|
|
2016
Q2 | $700K | Buy |
15,453
+1
| +0% | +$45 | 0.62% | 52 |
|
|
2016
Q1 | $717K | Buy |
15,452
+699
| +5% | +$32.4K | 0.66% | 52 |
|
|
2015
Q4 | $634K | Buy |
+14,753
| New | +$634K | 0.67% | 53 |
|