Annis Gardner Whiting Capital 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
Q2 | $633K | Buy |
8,905
+1,604
| +22% | +$114K | 0.22% | 98 |
|
|
2025
Q1 | $526K | Sell |
7,301
-483
| -6% | -$34.8K | 0.22% | 94 |
|
|
2024
Q4 | $485K | Buy |
7,784
+259
| +3% | +$16.1K | 0.14% | 132 |
|
|
2024
Q3 | $544K | Sell |
7,525
-671
| -8% | -$48.5K | 0.15% | 118 |
|
|
2024
Q2 | $525K | Buy |
8,196
+367
| +5% | +$23.5K | 0.15% | 124 |
|
|
2024
Q1 | $482K | Buy |
7,829
+1,249
| +19% | +$76.9K | 0.17% | 107 |
|
|
2023
Q4 | $388K | Buy |
6,580
+1,465
| +29% | +$86.3K | 0.17% | 104 |
|
|
2023
Q3 | $289K | Buy |
+5,115
| New | +$289K | 0.15% | 109 |
|