Crescent Sterling’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
$450K Sell
6,359
-2,484
-28% -$176K 0.5% 50
2025
Q1
$633K Sell
8,843
-144
-2% -$10.3K 0.65% 44
2024
Q4
$560K Sell
8,987
-11
-0.1% -$685 0.57% 49
2024
Q3
$647K Buy
8,998
+2
+0% +$144 0.62% 48
2024
Q2
$573K Sell
8,996
-391
-4% -$24.9K 0.55% 50
2024
Q1
$574K Sell
9,387
-291
-3% -$17.8K 0.52% 49
2023
Q4
$570K Sell
9,678
-286
-3% -$16.9K 0.57% 43
2023
Q3
$558K Sell
9,964
-1,225
-11% -$68.6K 0.59% 44
2023
Q2
$674K Sell
11,189
-483
-4% -$29.1K 0.64% 41
2023
Q1
$724K Buy
11,672
+1,044
+10% +$64.8K 0.7% 42
2022
Q4
$676K Buy
+10,628
New +$676K 0.73% 41