CIR
Clear Investment Research’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
4,048
+25
| +0.6% | +$1.77K | 0.36% | 48 |
|
|
2025
Q1 | $288K | Buy |
4,023
+3,074
| +324% | +$220K | 0.38% | 46 |
|
|
2024
Q4 | $59.1K | Buy |
949
+63
| +7% | +$3.93K | 0.08% | 101 |
|
|
2024
Q3 | $63.7K | Sell |
886
-29
| -3% | -$2.09K | 0.08% | 95 |
|
|
2024
Q2 | $58.2K | Sell |
915
-36
| -4% | -$2.29K | 0.08% | 94 |
|
|
2024
Q1 | $58.2K | Sell |
951
-2
| -0.2% | -$122 | 0.08% | 93 |
|
|
2023
Q4 | $56.2K | Buy |
953
+25
| +3% | +$1.47K | 0.08% | 101 |
|
|
2023
Q3 | $52K | Buy |
928
+246
| +36% | +$13.8K | 0.09% | 88 |
|
|
2023
Q2 | $41.1K | Buy |
682
+81
| +13% | +$4.88K | 0.07% | 96 |
|
|
2023
Q1 | $37.3K | Buy |
601
+169
| +39% | +$10.5K | 0.07% | 91 |
|
|
2022
Q4 | $27K | Hold |
432
| – | – | 0.05% | 93 |
|
|
2022
Q3 | $24K | Buy |
+432
| New | +$24K | 0.05% | 100 |
|
|
2019
Q4 | – | Sell |
-42
| Closed | -$2K | – | 242 |
|
|
2019
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 114 |
|
|
2019
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 112 |
|
|
2019
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 107 |
|
|
2018
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 98 |
|
|
2018
Q3 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 111 |
|