Diversified Portfolios Inc’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 | $318K | Buy |
+4,497
| New | +$318K | 0.03% | 137 |
|
|
2023
Q1 | – | Sell |
-15,944
| Closed | -$1.01M | – | 139 |
|
|
2022
Q4 | $1.01M | Sell |
15,944
-569
| -3% | -$36.2K | 0.23% | 55 |
|
|
2022
Q3 | $925K | Buy |
16,513
+336
| +2% | +$18.8K | 0.25% | 54 |
|
|
2022
Q2 | $1.02M | Sell |
16,177
-408
| -2% | -$25.7K | 0.28% | 49 |
|
|
2022
Q1 | $1.03M | Sell |
16,585
-5,045
| -23% | -$313K | 0.25% | 58 |
|
|
2021
Q4 | $1.28M | Buy |
21,630
+3,370
| +18% | +$200K | 0.31% | 46 |
|
|
2021
Q3 | $958K | Sell |
18,260
-1,786
| -9% | -$93.7K | 0.27% | 48 |
|
|
2021
Q2 | $1.09M | Sell |
20,046
-113
| -0.6% | -$6.12K | 0.41% | 35 |
|
|
2021
Q1 | $1.06M | Buy |
20,159
+15,420
| +325% | +$813K | 0.35% | 34 |
|
|
2020
Q4 | $260K | Buy |
4,739
+308
| +7% | +$16.9K | 0.09% | 83 |
|
|
2020
Q3 | $219K | Buy |
+4,431
| New | +$219K | 0.09% | 68 |
|
|
2020
Q1 | – | Sell |
-6,496
| Closed | -$360K | – | 60 |
|
|
2019
Q4 | $360K | Buy |
6,496
+2,744
| +73% | +$152K | 0.17% | 44 |
|
|
2019
Q3 | $204K | Buy |
+3,752
| New | +$204K | 0.1% | 58 |
|