Wright Investors Service’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 | $6.7M | Buy |
94,701
+4,601
| +5% | +$326K | 2.02% | 12 |
|
|
2025
Q1 | $6.45M | Buy |
90,100
+1,260
| +1% | +$90.2K | 2.13% | 11 |
|
|
2024
Q4 | $5.53M | Sell |
88,840
-37,005
| -29% | -$2.3M | 1.8% | 14 |
|
|
2024
Q3 | $9.04M | Sell |
125,845
-3,148
| -2% | -$226K | 2.37% | 8 |
|
|
2024
Q2 | $8.21M | Buy |
128,993
+15,258
| +13% | +$971K | 2.16% | 8 |
|
|
2024
Q1 | $6.96M | Buy |
113,735
+43,714
| +62% | +$2.67M | 1.76% | 11 |
|
|
2023
Q4 | $4.13M | Sell |
70,021
-952
| -1% | -$56.1K | 1.16% | 24 |
|
|
2023
Q3 | $3.97M | Buy |
70,973
+29,628
| +72% | +$1.66M | 1.15% | 26 |
|
|
2023
Q2 | $2.49M | Sell |
41,345
-4,130
| -9% | -$249K | 0.7% | 51 |
|
|
2023
Q1 | $2.82M | Sell |
45,475
-676
| -1% | -$41.9K | 0.8% | 42 |
|
|
2022
Q4 | $2.94M | Buy |
46,151
+1,151
| +3% | +$73.2K | 0.84% | 40 |
|
|
2022
Q3 | $2.52M | Sell |
45,000
-3,439
| -7% | -$193K | 0.79% | 44 |
|
|
2022
Q2 | $3.05M | Buy |
48,439
+2,397
| +5% | +$151K | 0.87% | 38 |
|
|
2022
Q1 | $2.86M | Buy |
46,042
+803
| +2% | +$49.8K | 0.71% | 45 |
|
|
2021
Q4 | $2.68M | Buy |
45,239
+3,413
| +8% | +$202K | 0.68% | 45 |
|
|
2021
Q3 | $2.2M | Buy |
41,826
+2,682
| +7% | +$141K | 0.62% | 55 |
|
|
2021
Q2 | $2.12M | Buy |
39,144
+1,652
| +4% | +$89.4K | 0.57% | 58 |
|
|
2021
Q1 | $1.98M | Sell |
37,492
-33,412
| -47% | -$1.76M | 0.6% | 57 |
|
|
2020
Q4 | $3.89M | Buy |
70,904
+14,169
| +25% | +$777K | 1.33% | 18 |
|
|
2020
Q3 | $2.8M | Buy |
56,735
+39,566
| +230% | +$1.95M | 1% | 29 |
|
|
2020
Q2 | $767K | Sell |
17,169
-17,132
| -50% | -$765K | 0.29% | 89 |
|
|
2020
Q1 | $1.52M | Buy |
34,301
+9,324
| +37% | +$413K | 0.65% | 47 |
|
|
2019
Q4 | $1.38M | Sell |
24,977
-8,399
| -25% | -$465K | 0.47% | 65 |
|
|
2019
Q3 | $1.82M | Buy |
33,376
+5,911
| +22% | +$322K | 0.65% | 51 |
|
|
2019
Q2 | $1.4M | Buy |
27,465
+6,108
| +29% | +$311K | 0.53% | 56 |
|
|
2019
Q1 | $1M | Sell |
21,357
-15,512
| -42% | -$727K | 0.4% | 69 |
|
|
2018
Q4 | $1.75M | Sell |
36,869
-2,471
| -6% | -$117K | 0.75% | 43 |
|
|
2018
Q3 | $1.82M | Buy |
+39,340
| New | +$1.82M | 0.66% | 51 |
|
|
2017
Q2 | – | Sell |
-11,217
| Closed | -$476K | – | 239 |
|
|
2017
Q1 | $476K | Hold |
11,217
| – | – | 0.19% | 152 |
|
|
2016
Q4 | $465K | Buy |
11,217
+35
| +0.3% | +$1.45K | 0.2% | 152 |
|
|
2016
Q3 | $473K | Hold |
11,182
| – | – | 0.2% | 148 |
|
|
2016
Q2 | $507K | Hold |
11,182
| – | – | 0.21% | 143 |
|
|
2016
Q1 | $519K | Sell |
11,182
-70
| -0.6% | -$3.25K | 0.21% | 151 |
|
|
2015
Q4 | $483K | Sell |
11,252
-13,455
| -54% | -$578K | 0.18% | 181 |
|
|
2015
Q3 | $991K | Buy |
24,707
+4,320
| +21% | +$173K | 0.45% | 75 |
|
|
2015
Q2 | $800K | Buy |
20,387
+605
| +3% | +$23.7K | 0.38% | 82 |
|
|
2015
Q1 | $802K | Sell |
19,782
-9,900
| -33% | -$401K | 0.39% | 88 |
|
|
2014
Q4 | $1.25M | Buy |
29,682
+13,050
| +78% | +$551K | 0.62% | 41 |
|
|
2014
Q3 | $710K | Buy |
16,632
+40
| +0.2% | +$1.71K | 0.35% | 92 |
|
|
2014
Q2 | $703K | Buy |
16,592
+470
| +3% | +$19.9K | 0.32% | 104 |
|
|
2014
Q1 | $623K | Sell |
16,122
-75
| -0.5% | -$2.9K | 0.28% | 120 |
|
|
2013
Q4 | $669K | Sell |
16,197
-10
| -0.1% | -$413 | 0.29% | 114 |
|
|
2013
Q3 | $614K | Buy |
16,207
+1,720
| +12% | +$65.2K | 0.28% | 120 |
|
|
2013
Q2 | $581K | Buy |
+14,487
| New | +$581K | 0.27% | 114 |
|