D.L. Carlson Investment Group’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-54,980	Closed	-$3.02M	–	149
2020 Q4	$3.02M	Buy	+54,980	New	+$3.02M	0.55%	67
2013 Q4	–	Sell	-76,665	Closed	-$2.9M	–	132
2013 Q3	$2.9M	Sell	76,665 -20,259	-21%	-$767K	1.11%	41
2013 Q2	$3.89M	Buy	+96,924	New	+$3.89M	1.56%	20