Angeles Investment Advisors’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 | – | Sell |
-16,873
| Closed | -$1.05M | – | 118 |
|
|
2024
Q4 | $1.05M | Sell |
16,873
-1,162
| -6% | -$72.3K | 0.05% | 44 |
|
|
2024
Q3 | $1.3M | Sell |
18,035
-878
| -5% | -$63.3K | 0.07% | 40 |
|
|
2024
Q2 | $1.21M | Buy |
18,913
+543
| +3% | +$34.7K | 0.06% | 43 |
|
|
2024
Q1 | $1.13M | Buy |
18,370
+2,558
| +16% | +$157K | 0.06% | 41 |
|
|
2023
Q4 | $932K | Buy |
15,812
+374
| +2% | +$22K | 0.06% | 44 |
|
|
2023
Q3 | $868K | Buy |
15,438
+5,995
| +63% | +$337K | 0.07% | 38 |
|
|
2023
Q2 | $569K | Sell |
9,443
-605
| -6% | -$36.4K | 0.05% | 56 |
|
|
2023
Q1 | $623K | Buy |
+10,048
| New | +$623K | 0.05% | 43 |
|
|
2022
Q1 | – | Sell |
-9,501
| Closed | -$563K | – | 170 |
|
|
2021
Q4 | $563K | Buy |
9,501
+2,497
| +36% | +$148K | 0.03% | 113 |
|
|
2021
Q3 | $367K | Buy |
7,004
+104
| +2% | +$5.45K | 0.02% | 134 |
|
|
2021
Q2 | $373K | Hold |
6,900
| – | – | 0.02% | 99 |
|
|
2021
Q1 | $364K | Sell |
6,900
-1,437
| -17% | -$75.8K | 0.03% | 86 |
|
|
2020
Q4 | $457K | Hold |
8,337
| – | – | 0.05% | 81 |
|
|
2020
Q3 | $412K | Buy |
8,337
+1,437
| +21% | +$71K | 0.05% | 74 |
|
|
2020
Q2 | $308K | Sell |
6,900
-2,358
| -25% | -$105K | 0.04% | 76 |
|
|
2020
Q1 | $431K | Buy |
9,258
+1,942
| +27% | +$90.4K | 0.12% | 56 |
|
|
2019
Q4 | $405K | Buy |
+7,316
| New | +$405K | 0.08% | 58 |
|