Adero Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.06M | Buy |
14,804
+722
| +5% | +$51.7K | 0.07% | 86 |
|
|
2024
Q4 | $877K | Buy |
14,082
+6,614
| +89% | +$412K | 0.06% | 93 |
|
|
2024
Q3 | $537K | Buy |
7,468
+464
| +7% | +$33.3K | 0.04% | 118 |
|
|
2024
Q2 | $446K | Buy |
7,004
+635
| +10% | +$40.4K | 0.03% | 124 |
|
|
2024
Q1 | $390K | Sell |
6,369
-254
| -4% | -$15.5K | 0.03% | 134 |
|
|
2023
Q4 | $390K | Sell |
6,623
-359
| -5% | -$21.2K | 0.03% | 127 |
|
|
2023
Q3 | $391K | Buy |
6,982
+655
| +10% | +$36.7K | 0.04% | 125 |
|
|
2023
Q2 | $381K | Buy |
6,327
+139
| +2% | +$8.37K | 0.04% | 117 |
|
|
2023
Q1 | $384K | Sell |
6,188
-198
| -3% | -$12.3K | 0.04% | 116 |
|
|
2022
Q4 | $406K | Buy |
+6,386
| New | +$406K | 0.05% | 108 |
|
|
2020
Q1 | – | Sell |
-29,032
| Closed | -$1.61M | – | 78 |
|
|
2019
Q4 | $1.61M | Buy |
+29,032
| New | +$1.61M | 1.8% | 13 |
|