Allen Capital 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 | $587K | Buy |
8,297
+1,852
| +29% | +$131K | 0.06% | 169 |
|
|
2025
Q1 | $462K | Buy |
6,445
+1,331
| +26% | +$95.3K | 0.05% | 170 |
|
|
2024
Q4 | $318K | Sell |
5,114
-677
| -12% | -$42.2K | 0.04% | 191 |
|
|
2024
Q3 | $416K | Buy |
5,791
+62
| +1% | +$4.46K | 0.05% | 158 |
|
|
2024
Q2 | $365K | Buy |
5,729
+595
| +12% | +$37.9K | 0.05% | 151 |
|
|
2024
Q1 | $314K | Buy |
5,134
+845
| +20% | +$51.7K | 0.04% | 158 |
|
|
2023
Q4 | $253K | Buy |
4,289
+466
| +12% | +$27.5K | 0.04% | 154 |
|
|
2023
Q3 | $212K | Buy |
+3,823
| New | +$212K | 0.04% | 157 |
|
|
2021
Q3 | – | Sell |
-20,579
| Closed | -$1.11M | – | 160 |
|
|
2021
Q2 | $1.11M | Buy |
20,579
+787
| +4% | +$42.6K | 0.22% | 76 |
|
|
2021
Q1 | $1.04M | Buy |
19,792
+1,842
| +10% | +$97.1K | 0.23% | 73 |
|
|
2020
Q4 | $984K | Buy |
17,950
+1,668
| +10% | +$91.4K | 0.24% | 72 |
|
|
2020
Q3 | $818K | Buy |
16,282
+218
| +1% | +$11K | 0.21% | 77 |
|
|
2020
Q2 | $718K | Buy |
16,064
+8,413
| +110% | +$376K | 0.19% | 75 |
|
|
2020
Q1 | $339K | Buy |
+7,651
| New | +$339K | 0.1% | 94 |
|
|
2018
Q1 | – | Sell |
-4,706
| Closed | -$216K | – | 118 |
|
|
2017
Q4 | $216K | Buy |
+4,706
| New | +$216K | 0.09% | 106 |
|