Callan 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
Q1 | $727K | Buy |
10,154
+1,411
| +16% | +$101K | 0.05% | 156 |
|
|
2024
Q4 | $544K | Buy |
8,743
+1,536
| +21% | +$95.6K | 0.04% | 162 |
|
|
2024
Q3 | $518K | Buy |
7,207
+1,068
| +17% | +$76.8K | 0.04% | 168 |
|
|
2024
Q2 | $391K | Buy |
6,139
+1,085
| +21% | +$69.1K | 0.03% | 195 |
|
|
2024
Q1 | $309K | Buy |
5,054
+1,261
| +33% | +$77.2K | 0.03% | 200 |
|
|
2023
Q4 | $224K | Buy |
+3,793
| New | +$224K | 0.02% | 204 |
|