Aspect 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 | $377K | Buy |
5,334
+171
| +3% | +$12.1K | 0.19% | 52 |
|
|
2025
Q1 | $370K | Sell |
5,163
-5
| -0.1% | -$358 | 0.21% | 47 |
|
|
2024
Q4 | $322K | Sell |
5,168
-52
| -1% | -$3.24K | 0.19% | 52 |
|
|
2024
Q3 | $375K | Buy |
5,220
+48
| +0.9% | +$3.45K | 0.21% | 46 |
|
|
2024
Q2 | $329K | Hold |
5,172
| – | – | 0.2% | 54 |
|
|
2024
Q1 | $316K | Hold |
5,172
| – | – | 0.25% | 53 |
|
|
2023
Q4 | $305K | Buy |
+5,172
| New | +$305K | 0.2% | 52 |
|