Cascade Investment Group’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 | $401K | Buy |
5,661
+1,865
| +49% | +$132K | 0.28% | 81 |
|
|
2025
Q1 | $272K | Buy |
3,796
+56
| +1% | +$4.01K | 0.21% | 108 |
|
|
2024
Q4 | $233K | Hold |
3,740
| – | – | 0.17% | 124 |
|
|
2024
Q3 | $269K | Hold |
3,740
| – | – | 0.2% | 115 |
|
|
2024
Q2 | $238K | Sell |
3,740
-3,592
| -49% | -$229K | 0.19% | 116 |
|
|
2024
Q1 | $449K | Buy |
7,332
+375
| +5% | +$22.9K | 0.34% | 74 |
|
|
2023
Q4 | $410K | Buy |
6,957
+71
| +1% | +$4.18K | 0.33% | 75 |
|
|
2023
Q3 | $385K | Buy |
6,886
+49
| +0.7% | +$2.74K | 0.36% | 68 |
|
|
2023
Q2 | $412K | Sell |
6,837
-235
| -3% | -$14.2K | 0.38% | 71 |
|
|
2023
Q1 | $439K | Sell |
7,072
-296
| -4% | -$18.4K | 0.43% | 67 |
|
|
2022
Q4 | $469K | Buy |
+7,368
| New | +$469K | 0.49% | 59 |
|