Zuckerman Investment Group’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 | $321K | Hold |
4,543
| – | – | 0.03% | 125 |
|
|
2025
Q1 | $325K | Sell |
4,543
-95
| -2% | -$6.8K | 0.03% | 128 |
|
|
2024
Q4 | $294K | Sell |
4,638
-196
| -4% | -$12.4K | 0.03% | 128 |
|
|
2024
Q3 | $347K | Sell |
4,834
-954
| -16% | -$68.6K | 0.04% | 113 |
|
|
2024
Q2 | $368K | Buy |
5,788
+620
| +12% | +$39.5K | 0.04% | 109 |
|
|
2024
Q1 | $316K | Buy |
5,168
+173
| +3% | +$10.6K | 0.04% | 114 |
|
|
2023
Q4 | $294K | Sell |
4,995
-27
| -0.5% | -$1.59K | 0.04% | 106 |
|
|
2023
Q3 | $281K | Sell |
5,022
-298
| -6% | -$16.7K | 0.04% | 107 |
|
|
2023
Q2 | $320K | Buy |
5,320
+140
| +3% | +$8.43K | 0.05% | 101 |
|
|
2023
Q1 | $321K | Sell |
5,180
-235
| -4% | -$14.6K | 0.05% | 96 |
|
|
2022
Q4 | $344K | Sell |
5,415
-450
| -8% | -$28.6K | 0.05% | 99 |
|
|
2022
Q3 | $329K | Sell |
5,865
-182
| -3% | -$10.2K | 0.06% | 90 |
|
|
2022
Q2 | $380K | Buy |
6,047
+167
| +3% | +$10.5K | 0.07% | 78 |
|
|
2022
Q1 | $365K | Sell |
5,880
-1,770
| -23% | -$110K | 0.06% | 84 |
|
|
2021
Q4 | $453K | Buy |
7,650
+120
| +2% | +$7.11K | 0.07% | 80 |
|
|
2021
Q3 | $395K | Buy |
7,530
+480
| +7% | +$25.2K | 0.07% | 86 |
|
|
2021
Q2 | $381K | Buy |
7,050
+1,980
| +39% | +$107K | 0.06% | 88 |
|
|
2021
Q1 | $267K | Buy |
+5,070
| New | +$267K | 0.04% | 95 |
|
|
2015
Q1 | – | Sell |
-8,500
| Closed | -$359K | – | 59 |
|
|
2014
Q4 | $359K | Sell |
8,500
-358,525
| -98% | -$15.1M | 0.08% | 48 |
|
|
2014
Q3 | $15.7M | Buy |
367,025
+24,583
| +7% | +$1.05M | 3.26% | 14 |
|
|
2014
Q2 | $14.5M | Buy |
342,442
+333,540
| +3,747% | +$14.1M | 3.13% | 14 |
|
|
2014
Q1 | $344K | Hold |
8,902
| – | – | 0.08% | 38 |
|
|
2013
Q4 | $368K | Buy |
8,902
+402
| +5% | +$16.6K | 0.09% | 41 |
|
|
2013
Q3 | $322K | Hold |
8,500
| – | – | 0.08% | 43 |
|
|
2013
Q2 | $341K | Buy |
+8,500
| New | +$341K | 0.09% | 41 |
|