Athena Investment Management’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 | $317K | Buy |
4,475
+200
| +5% | +$14.1K | 0.18% | 115 |
|
|
2025
Q1 | $306K | Sell |
4,275
-25
| -0.6% | -$1.79K | 0.19% | 111 |
|
|
2024
Q4 | $268K | Hold |
4,300
| – | – | 0.16% | 123 |
|
|
2024
Q3 | $309K | Sell |
4,300
-50
| -1% | -$3.59K | 0.18% | 119 |
|
|
2024
Q2 | $277K | Sell |
4,350
-27
| -0.6% | -$1.72K | 0.17% | 119 |
|
|
2024
Q1 | $268K | Sell |
4,377
-150
| -3% | -$9.18K | 0.16% | 126 |
|
|
2023
Q4 | $267K | Hold |
4,527
| – | – | 0.17% | 120 |
|
|
2023
Q3 | $253K | Hold |
4,527
| – | – | 0.18% | 114 |
|
|
2023
Q2 | $273K | Sell |
4,527
-33
| -0.7% | -$1.99K | 0.19% | 115 |
|
|
2023
Q1 | $283K | Sell |
4,560
-250
| -5% | -$15.5K | 0.2% | 112 |
|
|
2022
Q4 | $306K | Hold |
4,810
| – | – | 0.22% | 108 |
|
|
2022
Q3 | $269K | Hold |
4,810
| – | – | 0.23% | 107 |
|
|
2022
Q2 | $303K | Sell |
4,810
-25
| -0.5% | -$1.58K | 0.24% | 100 |
|
|
2022
Q1 | $300K | Buy |
+4,835
| New | +$300K | 0.23% | 92 |
|