Clear Creek Financial 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 | $897K | Buy |
12,674
+508
| +4% | +$36K | 0.09% | 236 |
|
|
2025
Q1 | $872K | Buy |
12,166
+306
| +3% | +$21.9K | 0.09% | 213 |
|
|
2024
Q4 | $738K | Buy |
11,860
+691
| +6% | +$43K | 0.08% | 231 |
|
|
2024
Q3 | $803K | Sell |
11,169
-2,723
| -20% | -$196K | 0.09% | 198 |
|
|
2024
Q2 | $884K | Buy |
13,892
+1,634
| +13% | +$104K | 0.11% | 175 |
|
|
2024
Q1 | $750K | Buy |
12,258
+234
| +2% | +$14.3K | 0.1% | 182 |
|
|
2023
Q4 | $709K | Buy |
12,024
+2,699
| +29% | +$159K | 0.11% | 158 |
|
|
2023
Q3 | $522K | Buy |
9,325
+630
| +7% | +$35.3K | 0.09% | 162 |
|
|
2023
Q2 | $524K | Buy |
8,695
+297
| +4% | +$17.9K | 0.09% | 169 |
|
|
2023
Q1 | $521K | Buy |
8,398
+416
| +5% | +$25.8K | 0.1% | 152 |
|
|
2022
Q4 | $508K | Sell |
7,982
-2,029
| -20% | -$129K | 0.11% | 146 |
|
|
2022
Q3 | $561K | Sell |
10,011
-101
| -1% | -$5.66K | 0.12% | 135 |
|
|
2022
Q2 | $636K | Sell |
10,112
-900
| -8% | -$56.6K | 0.13% | 136 |
|
|
2022
Q1 | $683K | Buy |
11,012
+162
| +1% | +$10K | 0.11% | 156 |
|
|
2021
Q4 | $642K | Buy |
10,850
+243
| +2% | +$14.4K | 0.1% | 163 |
|
|
2021
Q3 | $557K | Sell |
10,607
-68
| -0.6% | -$3.57K | 0.09% | 177 |
|
|
2021
Q2 | $578K | Buy |
+10,675
| New | +$578K | 0.09% | 169 |
|
|
2021
Q1 | – | Sell |
-10,334
| Closed | -$566K | – | 166 |
|
|
2020
Q4 | $566K | Buy |
+10,334
| New | +$566K | 0.11% | 172 |
|
|
2020
Q3 | – | Sell |
-6,572
| Closed | -$296K | – | 177 |
|
|
2020
Q2 | $296K | Buy |
6,572
+624
| +10% | +$28.1K | 0.08% | 180 |
|
|
2020
Q1 | $278K | Sell |
5,948
-132
| -2% | -$6.17K | 0.11% | 123 |
|
|
2019
Q4 | $338K | Buy |
6,080
+1,151
| +23% | +$64K | 0.13% | 83 |
|
|
2019
Q3 | $258K | Sell |
4,929
-476
| -9% | -$24.9K | 0.13% | 102 |
|
|
2019
Q2 | $277K | Buy |
+5,405
| New | +$277K | 0.12% | 93 |
|