Aspen Grove Capital’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 | $544K | Buy |
7,644
+1,906
| +33% | +$136K | 0.09% | 103 |
|
|
2025
Q1 | $414K | Buy |
5,738
+1,334
| +30% | +$96.2K | 0.08% | 127 |
|
|
2024
Q4 | $274K | Buy |
4,404
+74
| +2% | +$4.61K | 0.06% | 158 |
|
|
2024
Q3 | $313K | Hold |
4,330
| – | – | 0.07% | 141 |
|
|
2024
Q2 | $278K | Buy |
4,330
+332
| +8% | +$21.3K | 0.07% | 154 |
|
|
2024
Q1 | $246K | Buy |
+3,998
| New | +$246K | 0.07% | 162 |
|
|
2023
Q3 | – | Sell |
-6,059
| Closed | -$367K | – | 193 |
|
|
2023
Q2 | $367K | Buy |
6,059
+2,452
| +68% | +$149K | 0.12% | 127 |
|
|
2023
Q1 | $225K | Sell |
3,607
-608
| -14% | -$37.9K | 0.1% | 130 |
|
|
2022
Q4 | $268K | Buy |
+4,215
| New | +$268K | 0.12% | 119 |
|