Adalta Capital Management’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 | $401K | Hold |
5,625
| – | – | 0.2% | 56 |
|
|
2025
Q1 | $406K | Hold |
5,625
| – | – | 0.22% | 57 |
|
|
2024
Q4 | $350K | Hold |
5,625
| – | – | 0.18% | 61 |
|
|
2024
Q3 | $407K | Hold |
5,625
| – | – | 0.21% | 60 |
|
|
2024
Q2 | $361K | Hold |
5,625
| – | – | 0.2% | 60 |
|
|
2024
Q1 | $347K | Hold |
5,625
| – | – | 0.19% | 59 |
|
|
2023
Q4 | $331K | Hold |
5,625
| – | – | 0.2% | 58 |
|
|
2023
Q3 | $317K | Hold |
5,625
| – | – | 0.22% | 58 |
|
|
2023
Q2 | $341K | Hold |
5,625
| – | – | 0.23% | 54 |
|
|
2023
Q1 | $352K | Hold |
5,625
| – | – | 0.25% | 54 |
|
|
2022
Q4 | $358K | Hold |
5,625
| – | – | 0.25% | 52 |
|
|
2022
Q3 | $318K | Hold |
5,625
| – | – | 0.23% | 54 |
|
|
2022
Q2 | $356K | Hold |
5,625
| – | – | 0.23% | 53 |
|
|
2022
Q1 | $349K | Hold |
5,625
| – | – | 0.17% | 59 |
|
|
2021
Q4 | $333K | Buy |
+5,625
| New | +$333K | 0.15% | 61 |
|