Clarus 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 | $494K | Buy |
6,984
+28
| +0.4% | +$1.98K | 0.18% | 54 |
|
|
2025
Q1 | $498K | Hold |
6,956
| – | – | 0.19% | 51 |
|
|
2024
Q4 | $433K | Buy |
6,956
+56
| +0.8% | +$3.49K | 0.15% | 63 |
|
|
2024
Q3 | $496K | Buy |
6,900
+13
| +0.2% | +$934 | 0.21% | 53 |
|
|
2024
Q2 | $438K | Sell |
6,887
-2,539
| -27% | -$162K | 0.19% | 66 |
|
|
2024
Q1 | $577K | Sell |
9,426
-157
| -2% | -$9.61K | 0.4% | 45 |
|
|
2023
Q4 | $565K | Sell |
9,583
-1,076
| -10% | -$63.4K | 0.43% | 43 |
|
|
2023
Q3 | $597K | Buy |
10,659
+341
| +3% | +$19.1K | 0.43% | 45 |
|
|
2023
Q2 | $621K | Buy |
10,318
+2,932
| +40% | +$177K | 0.45% | 36 |
|
|
2023
Q1 | $458K | Hold |
7,386
| – | – | 0.43% | 37 |
|
|
2022
Q4 | $470K | Buy |
7,386
+62
| +0.8% | +$3.94K | 0.41% | 43 |
|
|
2022
Q3 | $410K | Sell |
7,324
-257
| -3% | -$14.4K | 0.37% | 42 |
|
|
2022
Q2 | $477K | Buy |
7,581
+30
| +0.4% | +$1.89K | 0.4% | 42 |
|
|
2022
Q1 | $468K | Buy |
7,551
+373
| +5% | +$23.1K | 0.32% | 47 |
|
|
2021
Q4 | $377K | Buy |
7,178
+33
| +0.5% | +$1.73K | 0.25% | 57 |
|
|
2021
Q3 | $375K | Hold |
7,145
| – | – | 0.26% | 58 |
|
|
2021
Q2 | $389K | Buy |
7,145
+36
| +0.5% | +$1.96K | 0.29% | 58 |
|
|
2021
Q1 | $379K | Buy |
7,109
+764
| +12% | +$40.7K | 0.32% | 55 |
|
|
2020
Q4 | $322K | Buy |
+6,345
| New | +$322K | 0.28% | 62 |
|