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 |
|