Accuvest Global Advisors’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 | $4.05M | Buy |
57,198
+33,003
| +136% | +$2.34M | 2.63% | 15 |
|
2025
Q1 | $1.73M | Buy |
+24,195
| New | +$1.73M | 1.48% | 20 |
|
2022
Q2 | – | Sell |
-10,413
| Closed | -$646K | – | 109 |
|
2022
Q1 | $646K | Buy |
10,413
+679
| +7% | +$42.1K | 0.32% | 57 |
|
2021
Q4 | $576K | Buy |
9,734
+1,937
| +25% | +$115K | 0.25% | 66 |
|
2021
Q3 | $409K | Buy |
+7,797
| New | +$409K | 0.19% | 74 |
|
2021
Q2 | – | Sell |
-5,097
| Closed | -$269K | – | 108 |
|
2021
Q1 | $269K | Buy |
+5,097
| New | +$269K | 0.14% | 78 |
|
2019
Q1 | – | Sell |
-18,248
| Closed | -$864K | – | 120 |
|
2018
Q4 | $864K | Buy |
18,248
+8,280
| +83% | +$392K | 0.45% | 41 |
|
2018
Q3 | $460K | Buy |
+9,968
| New | +$460K | 0.17% | 106 |
|