Dover Advisors’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 | $4.95M | Sell |
70,018
-1,050
| -1% | -$74.3K | 2.18% | 7 |
|
|
2025
Q1 | $5.13M | Buy |
71,068
+59,906
| +537% | +$4.32M | 2.23% | 8 |
|
|
2024
Q4 | $695K | Hold |
11,162
| – | – | 0.4% | 73 |
|
|
2024
Q3 | $802K | Sell |
11,162
-50
| -0.4% | -$3.59K | 0.46% | 70 |
|
|
2024
Q2 | $714K | Buy |
11,212
+32
| +0.3% | +$2.04K | 0.44% | 69 |
|
|
2024
Q1 | $684K | Buy |
+11,180
| New | +$684K | 0.47% | 66 |
|
|
2023
Q4 | – | Sell |
-3,900
| Closed | -$220K | – | 92 |
|
|
2023
Q3 | $220K | Hold |
3,900
| – | – | 0.22% | 95 |
|
|
2023
Q2 | $237K | Sell |
3,900
-2,750
| -41% | -$167K | 0.21% | 95 |
|
|
2023
Q1 | $416K | Buy |
+6,650
| New | +$416K | 0.4% | 67 |
|