Cidel Asset Management’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 | $955K | Sell |
13,493
-456
| -3% | -$32.3K | 0.06% | 129 |
|
|
2025
Q1 | $999K | Hold |
13,949
| – | – | 0.07% | 118 |
|
|
2024
Q4 | $868K | Buy |
13,949
+201
| +1% | +$12.5K | 0.06% | 126 |
|
|
2024
Q3 | $988K | Hold |
13,748
| – | – | 0.07% | 120 |
|
|
2024
Q2 | $875K | Buy |
13,748
+504
| +4% | +$32.1K | 0.07% | 118 |
|
|
2024
Q1 | $810K | Buy |
13,244
+325
| +3% | +$19.9K | 0.06% | 131 |
|
|
2023
Q4 | $761K | Buy |
+12,919
| New | +$761K | 0.03% | 139 |
|