Autumn Glory 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 | $1.26M | Buy |
17,837
+1,396
| +8% | +$98.8K | 0.59% | 49 |
|
2025
Q1 | $1.18M | Sell |
16,441
-4,266
| -21% | -$306K | 0.58% | 53 |
|
2024
Q4 | $1.29M | Sell |
20,707
-8,533
| -29% | -$531K | 0.63% | 47 |
|
2024
Q3 | $2.11M | Buy |
29,240
+9,434
| +48% | +$680K | 0.81% | 37 |
|
2024
Q2 | $1.26M | Sell |
19,806
-1,063
| -5% | -$67.7K | 0.64% | 49 |
|
2024
Q1 | $1.28M | Hold |
20,869
| – | – | 0.62% | 53 |
|
2023
Q4 | $1.24M | Sell |
20,869
-716
| -3% | -$42.7K | 0.71% | 43 |
|
2023
Q3 | $1.21M | Sell |
21,585
-1,267
| -6% | -$70.9K | 0.74% | 46 |
|
2023
Q2 | $1.38M | Buy |
22,852
+5,497
| +32% | +$331K | 1.01% | 32 |
|
2023
Q1 | $1.08M | Sell |
17,355
-15,378
| -47% | -$954K | 0.92% | 31 |
|
2022
Q4 | $2.08M | Buy |
32,733
+8,332
| +34% | +$530K | 1.11% | 28 |
|
2022
Q3 | $1.37M | Buy |
24,401
+4,947
| +25% | +$277K | 0.92% | 35 |
|
2022
Q2 | $1.22M | Sell |
19,454
-2,749
| -12% | -$173K | 0.9% | 34 |
|
2022
Q1 | $1.38M | Sell |
22,203
-8,599
| -28% | -$533K | 0.8% | 42 |
|
2021
Q4 | $1.82M | Buy |
+30,802
| New | +$1.82M | 0.76% | 40 |
|