Cape Investment Advisory’s Coca-Cola KO Stock Holding History

Cape Investment Advisory’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.2M	Sell
2025 Q1	$3.27M	Buy
2024 Q4	$2.72M	Sell
2024 Q3	$3.19M	Buy
2024 Q2	$2.81M	Buy
2024 Q1	$1.05M	Buy
2023 Q4	$685K	Buy
2023 Q3	$585K	Buy
2023 Q2	$584K	Buy
2023 Q1	$544K	Buy