Cumberland 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 | $259K | Sell |
3,661
-11
| -0.3% | -$778 | 0.11% | 44 |
|
|
2025
Q1 | $263K | Buy |
3,672
+11
| +0.3% | +$788 | 0.12% | 41 |
|
|
2024
Q4 | $228K | Hold |
3,661
| – | – | 0.09% | 47 |
|
|
2024
Q3 | $263K | Hold |
3,661
| – | – | 0.1% | 44 |
|
|
2024
Q2 | $233K | Hold |
3,661
| – | – | 0.1% | 49 |
|
|
2024
Q1 | $224K | Sell |
3,661
-300
| -8% | -$18.4K | 0.08% | 53 |
|
|
2023
Q4 | $233K | Hold |
3,961
| – | – | 0.1% | 48 |
|
|
2023
Q3 | $222K | Sell |
3,961
-200
| -5% | -$11.2K | 0.1% | 52 |
|
|
2023
Q2 | $251K | Sell |
4,161
-107
| -3% | -$6.44K | 0.11% | 53 |
|
|
2023
Q1 | $265K | Buy |
+4,268
| New | +$265K | 0.11% | 53 |
|
|
2022
Q2 | – | Sell |
-3,515
| Closed | -$218K | – | 58 |
|
|
2022
Q1 | $218K | Buy |
+3,515
| New | +$218K | 0.05% | 56 |
|