CastleKeep Investment Advisors’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 | $1.19M | Sell |
16,784
-2,724
| -14% | -$193K | 0.58% | 62 |
|
|
2025
Q1 | $1.4M | Buy |
19,508
+225
| +1% | +$16.1K | 0.72% | 39 |
|
|
2024
Q4 | $1.2M | Buy |
19,283
+2,169
| +13% | +$135K | 0.84% | 47 |
|
|
2024
Q3 | $1.23M | Sell |
17,114
-694
| -4% | -$49.9K | 0.84% | 34 |
|
|
2024
Q2 | $1.13M | Sell |
17,808
-53
| -0.3% | -$3.37K | 0.87% | 25 |
|
|
2024
Q1 | $1.09M | Sell |
17,861
-2,209
| -11% | -$135K | 0.79% | 36 |
|
|
2023
Q4 | $1.18M | Buy |
+20,070
| New | +$1.18M | 0.84% | 29 |
|