Borer Denton & Associates’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 | $364K | Hold |
5,142
| – | – | 0.13% | 49 |
|
|
2025
Q1 | $368K | Sell |
5,142
-750
| -13% | -$53.7K | 0.13% | 50 |
|
|
2024
Q4 | $367K | Buy |
5,892
+520
| +10% | +$32.4K | 0.13% | 49 |
|
|
2024
Q3 | $386K | Hold |
5,372
| – | – | 0.13% | 49 |
|
|
2024
Q2 | $342K | Sell |
5,372
-3,539
| -40% | -$225K | 0.12% | 48 |
|
|
2024
Q1 | $545K | Buy |
8,911
+2,129
| +31% | +$130K | 0.19% | 45 |
|
|
2023
Q4 | $400K | Hold |
6,782
| – | – | 0.15% | 47 |
|
|
2023
Q3 | $380K | Buy |
6,782
+129
| +2% | +$7.22K | 0.16% | 47 |
|
|
2023
Q2 | $401K | Sell |
6,653
-200
| -3% | -$12K | 0.16% | 50 |
|
|
2023
Q1 | $425K | Sell |
6,853
-306
| -4% | -$19K | 0.18% | 51 |
|
|
2022
Q4 | $455K | Hold |
7,159
| – | – | 0.2% | 46 |
|
|
2022
Q3 | $401K | Buy |
7,159
+424
| +6% | +$23.8K | 0.2% | 47 |
|
|
2022
Q2 | $424K | Hold |
6,735
| – | – | 0.2% | 46 |
|
|
2022
Q1 | $418K | Buy |
+6,735
| New | +$418K | 0.18% | 47 |
|