Delta Investment Management’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 | $528K | Buy |
7,456
+644
| +9% | +$45.6K | 0.1% | 128 |
|
|
2025
Q1 | $488K | Buy |
6,812
+793
| +13% | +$56.8K | 0.1% | 127 |
|
|
2024
Q4 | $375K | Sell |
6,019
-1,085
| -15% | -$67.6K | 0.07% | 165 |
|
|
2024
Q3 | $511K | Sell |
7,104
-10
| -0.1% | -$719 | 0.1% | 119 |
|
|
2024
Q2 | $453K | Buy |
7,114
+283
| +4% | +$18K | 0.1% | 124 |
|
|
2024
Q1 | $418K | Hold |
6,831
| – | – | 0.09% | 134 |
|
|
2023
Q4 | $403K | Buy |
6,831
+10
| +0.1% | +$589 | 0.1% | 124 |
|
|
2023
Q3 | $382K | Hold |
6,821
| – | – | 0.11% | 109 |
|
|
2023
Q2 | $411K | Hold |
6,821
| – | – | 0.11% | 108 |
|
|
2023
Q1 | $423K | Sell |
6,821
-22
| -0.3% | -$1.37K | 0.12% | 101 |
|
|
2022
Q4 | $435K | Buy |
6,843
+22
| +0.3% | +$1.4K | 0.14% | 101 |
|
|
2022
Q3 | $382K | Buy |
6,821
+60
| +0.9% | +$3.36K | 0.17% | 94 |
|
|
2022
Q2 | $425K | Hold |
6,761
| – | – | 0.19% | 83 |
|
|
2022
Q1 | $419K | Buy |
6,761
+40
| +0.6% | +$2.48K | 0.12% | 85 |
|
|
2021
Q4 | $398K | Hold |
6,721
| – | – | 0.11% | 117 |
|
|
2021
Q3 | $353K | Sell |
6,721
-150
| -2% | -$7.88K | 0.11% | 122 |
|
|
2021
Q2 | $372K | Hold |
6,871
| – | – | 0.11% | 123 |
|
|
2021
Q1 | $362K | Hold |
6,871
| – | – | 0.12% | 115 |
|
|
2020
Q4 | $376K | Sell |
6,871
-1,000
| -13% | -$54.7K | 0.12% | 125 |
|
|
2020
Q3 | $388K | Hold |
7,871
| – | – | 0.21% | 75 |
|
|
2020
Q2 | $351K | Buy |
7,871
+1,058
| +16% | +$47.2K | 0.15% | 95 |
|
|
2020
Q1 | $301K | Sell |
6,813
-2,750
| -29% | -$121K | 0.23% | 58 |
|
|
2019
Q4 | $529K | Buy |
+9,563
| New | +$529K | 0.19% | 71 |
|