Charter Oak Capital Management’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 | $505K | Buy |
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|
2025
Q2 | $511K | Sell |
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|
2025
Q1 | $553K | Buy |
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|
2024
Q4 | $463K | Buy |
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|
2024
Q3 | $532K | Buy |
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|
2024
Q2 | $459K | Buy |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $437K | Buy |
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|
2023
Q3 | $414K | Buy |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $512K | Sell |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $501K | Buy |
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|
2021
Q3 | $443K | Sell |
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|
2021
Q2 | $462K | Sell |
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|
2021
Q1 | $452K | Buy |
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|
2020
Q4 | $447K | Buy |
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