Cladis Investment Advisory’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 | $680K | Buy |
9,615
+1
| +0% | +$71 | 0.43% | 70 |
|
|
2025
Q1 | $689K | Sell |
9,614
-100
| -1% | -$7.16K | 0.5% | 63 |
|
|
2024
Q4 | $605K | Sell |
9,714
-1,398
| -13% | -$87K | 0.43% | 68 |
|
|
2024
Q3 | $799K | Buy |
11,112
+1
| +0% | +$72 | 0.55% | 58 |
|
|
2024
Q2 | $707K | Buy |
11,111
+1
| +0% | +$64 | 0.51% | 60 |
|
|
2024
Q1 | $680K | Sell |
11,110
-200
| -2% | -$12.2K | 0.5% | 61 |
|
|
2023
Q4 | $667K | Buy |
11,310
+532
| +5% | +$31.4K | 0.52% | 61 |
|
|
2023
Q3 | $603K | Buy |
10,778
+289
| +3% | +$16.2K | 0.53% | 62 |
|
|
2023
Q2 | $632K | Buy |
10,489
+1
| +0% | +$60 | 0.55% | 63 |
|
|
2023
Q1 | $651K | Buy |
10,488
+100
| +1% | +$6.2K | 0.58% | 61 |
|
|
2022
Q4 | $661K | Sell |
10,388
-298
| -3% | -$19K | 0.66% | 53 |
|
|
2022
Q3 | $599K | Buy |
10,686
+1
| +0% | +$56 | 0.65% | 52 |
|
|
2022
Q2 | $672K | Buy |
10,685
+1
| +0% | +$63 | 0.67% | 49 |
|
|
2022
Q1 | $662K | Buy |
10,684
+1,650
| +18% | +$102K | 0.54% | 63 |
|
|
2021
Q4 | $535K | Buy |
+9,034
| New | +$535K | 0.43% | 70 |
|