Darrell & King’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,425
| Closed | -$779K | – | 41 |
|
|
2020
Q2 | $779K | Hold |
17,425
| – | – | 0.14% | 26 |
|
|
2020
Q1 | $771K | Buy |
+17,425
| New | +$771K | 0.18% | 23 |
|
|
2019
Q3 | $949K | Hold |
17,425
| – | – | 0.2% | 24 |
|
|
2019
Q2 | $887K | Hold |
17,425
| – | – | 0.18% | 24 |
|
|
2019
Q1 | $817K | Hold |
17,425
| – | – | 0.14% | 25 |
|
|
2018
Q4 | $825K | Hold |
17,425
| – | – | 0.15% | 26 |
|
|
2018
Q3 | $805K | Sell |
17,425
-700
| -4% | -$32.3K | 0.11% | 28 |
|
|
2018
Q2 | $795K | Buy |
18,125
+100
| +0.6% | +$4.39K | 0.11% | 29 |
|
|
2018
Q1 | $783K | Sell |
18,025
-6,700
| -27% | -$291K | 0.11% | 28 |
|
|
2017
Q4 | $1.13M | Hold |
24,725
| – | – | 0.16% | 25 |
|
|
2017
Q3 | $1.11M | Hold |
24,725
| – | – | 0.16% | 25 |
|
|
2017
Q2 | $1.11M | Buy |
24,725
+3,600
| +17% | +$161K | 0.17% | 25 |
|
|
2017
Q1 | $897K | Sell |
21,125
-950
| -4% | -$40.3K | 0.15% | 25 |
|
|
2016
Q4 | $915K | Hold |
22,075
| – | – | 0.15% | 27 |
|
|
2016
Q3 | $934K | Sell |
22,075
-67
| -0.3% | -$2.84K | 0.16% | 26 |
|
|
2016
Q2 | $1M | Sell |
22,142
-1,639
| -7% | -$74.3K | 0.19% | 24 |
|
|
2016
Q1 | $1.1M | Sell |
23,781
-2,369
| -9% | -$110K | 0.21% | 25 |
|
|
2015
Q4 | $1.12M | Buy |
+26,150
| New | +$1.12M | 0.19% | 27 |
|