Capital Insight Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $242K | Hold |
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|
2025
Q2 | $258K | Hold |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $257K | Sell |
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|
2024
Q1 | $254K | Buy |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $253K | Hold |
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|
2021
Q3 | $224K | Hold |
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|
2021
Q2 | $231K | Hold |
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|
2021
Q1 | $225K | Sell |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q3 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $264K | Sell |
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|
2019
Q3 | $301K | Sell |
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|
2019
Q2 | $284K | Sell |
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|
2019
Q1 | $274K | Sell |
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|
2018
Q4 | $282K | Sell |
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|
2018
Q3 | $280K | Hold |
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|
2018
Q2 | $266K | Buy |
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|
2018
Q1 | $217K | Sell |
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|
2017
Q4 | $234K | Sell |
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|
2017
Q3 | $231K | Sell |
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|
2017
Q2 | $251K | Sell |
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|
2017
Q1 | $255K | Buy |
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|
2016
Q4 | $241K | Hold |
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|
2016
Q3 | $246K | Sell |
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|
2016
Q2 | $312K | Buy |
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|
2016
Q1 | $314K | Hold |
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|
2015
Q4 | $291K | Sell |
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|
2015
Q3 | $298K | Sell |
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|
2015
Q2 | $398K | Buy |
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