3IP
3Chopt Investment Partners’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
16,899
-1,491
| -8% | -$106K | 0.29% | 80 |
|
|
2025
Q1 | $1.33M | Buy |
+18,390
| New | +$1.33M | 0.35% | 71 |
|
|
2024
Q3 | – | Sell |
-7,956
| Closed | -$510K | – | 128 |
|
|
2024
Q2 | $510K | Buy |
+7,956
| New | +$510K | 0.16% | 117 |
|
|
2024
Q1 | – | Sell |
-6,462
| Closed | -$381K | – | 116 |
|
|
2023
Q4 | $381K | Buy |
+6,462
| New | +$381K | 0.14% | 123 |
|
|
2023
Q3 | – | Sell |
-6,293
| Closed | -$384K | – | 93 |
|
|
2023
Q2 | $384K | Sell |
6,293
-8,631
| -58% | -$526K | 0.19% | 100 |
|
|
2023
Q1 | $933K | Buy |
14,924
+9,744
| +188% | +$609K | 0.5% | 60 |
|
|
2022
Q4 | $330K | Buy |
+5,180
| New | +$330K | 0.18% | 105 |
|