Clearwater Capital Advisors’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 | – | Sell |
-4,806
| Closed | -$344K | – | 173 |
|
|
2025
Q1 | $344K | Sell |
4,806
-2,520
| -34% | -$180K | 0.03% | 135 |
|
|
2024
Q4 | $456K | Sell |
7,326
-2,257
| -24% | -$141K | 0.04% | 117 |
|
|
2024
Q3 | $689K | Buy |
+9,583
| New | +$689K | 0.07% | 91 |
|
|
2018
Q2 | – | Sell |
-700
| Closed | -$30K | – | 389 |
|
|
2018
Q1 | $30K | Buy |
+700
| New | +$30K | 0.01% | 344 |
|