Caldwell Sutter 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 | $633K | Sell |
8,948
-128
| -1% | -$9.06K | 0.29% | 93 |
|
|
2025
Q1 | $650K | Sell |
9,076
-59
| -0.6% | -$4.23K | 0.31% | 89 |
|
|
2024
Q4 | $569K | Sell |
9,135
-55
| -0.6% | -$3.42K | 0.26% | 103 |
|
|
2024
Q3 | $660K | Sell |
9,190
-200
| -2% | -$14.4K | 0.31% | 87 |
|
|
2024
Q2 | $598K | Buy |
9,390
+805
| +9% | +$51.2K | 0.3% | 94 |
|
|
2024
Q1 | $525K | Sell |
8,585
-1,486
| -15% | -$90.9K | 0.25% | 105 |
|
|
2023
Q4 | $593K | Sell |
10,071
-82
| -0.8% | -$4.83K | 0.3% | 94 |
|
|
2023
Q3 | $568K | Sell |
10,153
-940
| -8% | -$52.6K | 0.31% | 84 |
|
|
2023
Q2 | $668K | Buy |
11,093
+6,512
| +142% | +$392K | 0.35% | 76 |
|
|
2023
Q1 | $284K | Buy |
4,581
+3,605
| +369% | +$224K | 0.21% | 97 |
|
|
2022
Q4 | $62.1K | Buy |
+976
| New | +$62.1K | 0.05% | 170 |
|