Almanack Investment 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
Q2 | $1.41M | Buy |
19,938
+4,744
| +31% | +$336K | 0.22% | 68 |
|
|
2025
Q1 | $1.09M | Sell |
15,194
-772
| -5% | -$55.3K | 0.22% | 56 |
|
|
2024
Q4 | $994K | Buy |
15,966
+7,459
| +88% | +$464K | 0.15% | 76 |
|
|
2024
Q3 | $611K | Buy |
8,507
+351
| +4% | +$25.2K | 0.1% | 100 |
|
|
2024
Q2 | $519K | Buy |
8,156
+28
| +0.3% | +$1.78K | 0.09% | 104 |
|
|
2024
Q1 | $497K | Buy |
8,128
+19
| +0.2% | +$1.16K | 0.08% | 105 |
|
|
2023
Q4 | $478K | Buy |
8,109
+372
| +5% | +$21.9K | 0.09% | 96 |
|
|
2023
Q3 | $433K | Sell |
7,737
-1,579
| -17% | -$88.4K | 0.08% | 93 |
|
|
2023
Q2 | $561K | Sell |
9,316
-25
| -0.3% | -$1.51K | 0.1% | 87 |
|
|
2023
Q1 | $579K | Hold |
9,341
| – | – | 0.11% | 81 |
|
|
2022
Q4 | $594K | Sell |
9,341
-21,695
| -70% | -$1.38M | 0.13% | 71 |
|
|
2022
Q3 | $1.74M | Buy |
31,036
+14,560
| +88% | +$816K | 0.34% | 39 |
|
|
2022
Q2 | $1.04M | Buy |
16,476
+5,719
| +53% | +$362K | 0.1% | 133 |
|
|
2022
Q1 | $672K | Buy |
10,757
+488
| +5% | +$30.5K | 0.06% | 210 |
|
|
2021
Q4 | $608K | Buy |
10,269
+30
| +0.3% | +$1.78K | 0.05% | 226 |
|
|
2021
Q3 | $542K | Buy |
10,239
+472
| +5% | +$25K | 0.05% | 248 |
|
|
2021
Q2 | $533K | Sell |
9,767
-718
| -7% | -$39.2K | 0.05% | 216 |
|
|
2021
Q1 | $557K | Buy |
10,485
+695
| +7% | +$36.9K | 0.06% | 212 |
|
|
2020
Q4 | $537K | Buy |
9,790
+616
| +7% | +$33.8K | 0.06% | 194 |
|
|
2020
Q3 | $495K | Buy |
+9,174
| New | +$495K | 0.06% | 212 |
|
|
2019
Q3 | – | Sell |
-3,000
| Closed | -$154K | – | 274 |
|
|
2019
Q2 | $154K | Buy |
+3,000
| New | +$154K | 0.04% | 209 |
|
|
2018
Q1 | – | Sell |
-3,092
| Closed | -$142K | – | 193 |
|
|
2017
Q4 | $142K | Buy |
3,092
+650
| +27% | +$29.9K | 0.06% | 145 |
|
|
2017
Q3 | $111K | Sell |
2,442
-703
| -22% | -$32K | 0.05% | 141 |
|
|
2017
Q2 | $142K | Buy |
+3,145
| New | +$142K | 0.08% | 142 |
|