Councilmark Asset 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 | $679K | Buy |
9,602
+126
| +1% | +$8.91K | 0.43% | 48 |
|
|
2025
Q1 | $679K | Hold |
9,476
| – | – | 0.46% | 48 |
|
|
2024
Q4 | $590K | Hold |
9,476
| – | – | 0.4% | 49 |
|
|
2024
Q3 | $681K | Sell |
9,476
-300
| -3% | -$21.6K | 0.46% | 49 |
|
|
2024
Q2 | $622K | Hold |
9,776
| – | – | 0.44% | 49 |
|
|
2024
Q1 | $598K | Buy |
+9,776
| New | +$598K | 0.43% | 50 |
|