Alta Advisers’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 | $1.33M | Hold |
18,860
| – | – | 0.47% | 36 |
|
|
2025
Q1 | $1.35M | Buy |
18,860
+6,200
| +49% | +$444K | 0.58% | 29 |
|
|
2024
Q4 | $788K | Buy |
12,660
+2,025
| +19% | +$126K | 0.5% | 32 |
|
|
2024
Q3 | $764K | Buy |
10,635
+535
| +5% | +$38.4K | 0.35% | 28 |
|
|
2024
Q2 | $643K | Buy |
10,100
+300
| +3% | +$19.1K | 0.31% | 33 |
|
|
2024
Q1 | $600K | Hold |
9,800
| – | – | 0.3% | 36 |
|
|
2023
Q4 | $578K | Hold |
9,800
| – | – | 0.31% | 34 |
|
|
2023
Q3 | $549K | Hold |
9,800
| – | – | 0.32% | 31 |
|
|
2023
Q2 | $590K | Hold |
9,800
| – | – | 0.33% | 29 |
|
|
2023
Q1 | $608K | Hold |
9,800
| – | – | 0.36% | 27 |
|
|
2022
Q4 | $623K | Hold |
9,800
| – | – | 0.37% | 28 |
|
|
2022
Q3 | $549K | Buy |
+9,800
| New | +$549K | 0.35% | 29 |
|
|
2013
Q4 | – | Sell |
-675
| Closed | -$26K | – | 64 |
|
|
2013
Q3 | $26K | Sell |
675
-388
| -37% | -$14.9K | 0.01% | 66 |
|
|
2013
Q2 | $43K | Buy |
+1,063
| New | +$43K | 0.02% | 69 |
|