Disciplined Investments’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 | $253K | Sell |
3,581
-23
| -0.6% | -$1.63K | 0.11% | 111 |
|
|
2025
Q1 | $258K | Buy |
3,604
+41
| +1% | +$2.94K | 0.12% | 115 |
|
|
2024
Q4 | $222K | Buy |
3,563
+16
| +0.5% | +$996 | 0.11% | 117 |
|
|
2024
Q3 | $255K | Hold |
3,547
| – | – | 0.13% | 106 |
|
|
2024
Q2 | $226K | Sell |
3,547
-47
| -1% | -$2.99K | 0.12% | 115 |
|
|
2024
Q1 | $220K | Hold |
3,594
| – | – | 0.12% | 112 |
|
|
2023
Q4 | $212K | Sell |
3,594
-19
| -0.5% | -$1.12K | 0.12% | 102 |
|
|
2023
Q3 | $202K | Sell |
3,613
-476
| -12% | -$26.6K | 0.12% | 105 |
|
|
2023
Q2 | $246K | Sell |
4,089
-8
| -0.2% | -$482 | 0.13% | 104 |
|
|
2023
Q1 | $254K | Buy |
4,097
+3,298
| +413% | +$205K | 0.11% | 120 |
|
|
2022
Q4 | $50.8K | Sell |
799
-3,814
| -83% | -$243K | 0.02% | 199 |
|
|
2022
Q3 | $258K | Sell |
4,613
-406
| -8% | -$22.7K | 0.12% | 114 |
|
|
2022
Q2 | $316K | Buy |
5,019
+50
| +1% | +$3.15K | 0.14% | 104 |
|
|
2022
Q1 | $308K | Buy |
4,969
+600
| +14% | +$37.2K | 0.13% | 105 |
|
|
2021
Q4 | $259K | Buy |
4,369
+445
| +11% | +$26.4K | 0.11% | 106 |
|
|
2021
Q3 | $206K | Hold |
3,924
| – | – | 0.1% | 109 |
|
|
2021
Q2 | $212K | Buy |
3,924
+200
| +5% | +$10.8K | 0.11% | 110 |
|
|
2021
Q1 | $196K | Buy |
+3,724
| New | +$196K | 0.12% | 109 |
|
|
2020
Q4 | – | Sell |
-3,314
| Closed | -$164K | – | 365 |
|
|
2020
Q3 | $164K | Sell |
3,314
-829
| -20% | -$41K | 0.12% | 96 |
|
|
2020
Q2 | $185K | Hold |
4,143
| – | – | 0.14% | 95 |
|
|
2020
Q1 | $183K | Buy |
4,143
+18
| +0.4% | +$795 | 0.17% | 87 |
|
|
2019
Q4 | $228K | Buy |
+4,125
| New | +$228K | 0.19% | 82 |
|