AXS Investments’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $220K | Sell |
2,888
-1,350
| -32% | -$102K | 0.09% | 117 |
|
|
2025
Q4 | $296K | Sell |
4,238
-715
| -14% | -$49.8K | 0.1% | 119 |
|
|
2025
Q3 | $328K | Buy |
4,953
+1,293
| +35% | +$89K | 0.1% | 112 |
|
|
2025
Q2 | $259K | Sell |
3,660
-975
| -21% | -$69.5K | 0.11% | 141 |
|
|
2025
Q1 | $332K | Sell |
4,635
-780
| -14% | -$52.1K | 0.09% | 190 |
|
|
2024
Q4 | $337K | Sell |
5,415
-38
| -0.7% | -$2.48K | 0.09% | 204 |
|
|
2024
Q3 | $392K | Sell |
5,453
-1,059
| -16% | -$72.5K | 0.1% | 207 |
|
|
2024
Q2 | $414K | Sell |
6,512
-327
| -5% | -$20.2K | 0.12% | 204 |
|
|
2024
Q1 | $418K | Buy |
6,839
+415
| +6% | +$24.9K | 0.1% | 233 |
|
|
2023
Q4 | $379K | Sell |
6,424
-804
| -11% | -$45.7K | 0.09% | 242 |
|
|
2023
Q3 | $405K | Sell |
7,228
-2,719
| -27% | -$163K | 0.1% | 226 |
|
|
2023
Q2 | $599K | Sell |
9,947
-1,386
| -12% | -$86.2K | 0.16% | 198 |
|
|
2023
Q1 | $703K | Sell |
11,333
-773
| -6% | -$46.8K | 0.23% | 149 |
|
|
2022
Q4 | $770K | Sell |
12,106
-1,461
| -11% | -$88.2K | 0.28% | 136 |
|
|
2022
Q3 | $760K | Sell |
13,567
-2,159
| -14% | -$134K | 0.3% | 134 |
|
|
2022
Q2 | $989K | Sell |
15,726
-2,559
| -14% | -$162K | 0.35% | 91 |
|
|
2022
Q1 | $1.13M | Sell |
18,285
-4,649
| -20% | -$283K | 0.45% | 59 |
|
|
2021
Q4 | $1.36M | Sell |
22,934
-618,374
| -96% | -$34.4M | 0.32% | 64 |
|
|
2021
Q3 | $33.6M | Buy |
641,308
+622,820
| +3,369% | +$34.7M | 12.62% | 2 |
|
|
2021
Q2 | $1M | Sell |
18,488
-5,189
| -22% | -$282K | 0.3% | 78 |
|
|
2021
Q1 | $1.25M | Buy |
+23,677
| New | +$1.19M | 0.44% | 57 |
|
Other funds holding KO
VCM
VPM