Congress Park Capital’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 | $262K | Sell |
3,700
-5,846
| -61% | -$414K | 0.09% | 96 |
|
|
2025
Q1 | $684K | Sell |
9,546
-2,440
| -20% | -$175K | 0.26% | 66 |
|
|
2024
Q4 | $746K | Buy |
11,986
+300
| +3% | +$18.7K | 0.27% | 66 |
|
|
2024
Q3 | $840K | Sell |
11,686
-20
| -0.2% | -$1.44K | 0.31% | 63 |
|
|
2024
Q2 | $745K | Sell |
11,706
-1,419
| -11% | -$90.3K | 0.3% | 64 |
|
|
2024
Q1 | $803K | Hold |
13,125
| – | – | 0.36% | 59 |
|
|
2023
Q4 | $773K | Buy |
13,125
+2,400
| +22% | +$141K | 0.38% | 60 |
|
|
2023
Q3 | $600K | Buy |
10,725
+175
| +2% | +$9.8K | 0.31% | 69 |
|
|
2023
Q2 | $635K | Sell |
10,550
-275
| -3% | -$16.6K | 0.32% | 68 |
|
|
2023
Q1 | $671K | Sell |
10,825
-525
| -5% | -$32.6K | 0.35% | 60 |
|
|
2022
Q4 | $722K | Sell |
11,350
-5,025
| -31% | -$320K | 0.42% | 58 |
|
|
2022
Q3 | $917K | Sell |
16,375
-3,200
| -16% | -$179K | 0.53% | 43 |
|
|
2022
Q2 | $1.23M | Buy |
19,575
+150
| +0.8% | +$9.43K | 0.75% | 37 |
|
|
2022
Q1 | $1.2M | Hold |
19,425
| – | – | 0.6% | 44 |
|
|
2021
Q4 | $1.15M | Hold |
19,425
| – | – | 0.57% | 45 |
|
|
2021
Q3 | $1.02M | Sell |
19,425
-4,520
| -19% | -$237K | 0.52% | 51 |
|
|
2021
Q2 | $1.3M | Buy |
23,945
+205
| +0.9% | +$11.1K | 0.65% | 45 |
|
|
2021
Q1 | $1.25M | Buy |
23,740
+18,590
| +361% | +$980K | 0.7% | 42 |
|
|
2020
Q4 | $282K | Sell |
5,150
-1,400
| -21% | -$76.7K | 0.17% | 93 |
|
|
2020
Q3 | $323K | Hold |
6,550
| – | – | 0.2% | 76 |
|
|
2020
Q2 | $293K | Sell |
6,550
-375
| -5% | -$16.8K | 0.22% | 76 |
|
|
2020
Q1 | $306K | Sell |
6,925
-6,350
| -48% | -$281K | 0.28% | 64 |
|
|
2019
Q4 | $735K | Hold |
13,275
| – | – | 0.54% | 42 |
|
|
2019
Q3 | $723K | Hold |
13,275
| – | – | 0.61% | 39 |
|
|
2019
Q2 | $719K | Buy |
13,275
+75
| +0.6% | +$4.06K | 0.57% | 41 |
|
|
2019
Q1 | $619K | Buy |
13,200
+6,650
| +102% | +$312K | 0.54% | 48 |
|
|
2018
Q4 | $310K | Hold |
6,550
| – | – | 0.34% | 63 |
|
|
2018
Q3 | $303K | Sell |
6,550
-400
| -6% | -$18.5K | 0.27% | 79 |
|
|
2018
Q2 | $305K | Buy |
6,950
+250
| +4% | +$11K | 0.29% | 77 |
|
|
2018
Q1 | $291K | Sell |
6,700
-700
| -9% | -$30.4K | 0.3% | 77 |
|
|
2017
Q4 | $340K | Buy |
+7,400
| New | +$340K | 0.34% | 76 |
|