Eldridge Investment 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 | $241K | Hold |
3,400
| – | – | 0.05% | 146 |
|
2025
Q1 | $244K | Hold |
3,400
| – | – | 0.06% | 144 |
|
2024
Q4 | $212K | Hold |
3,400
| – | – | 0.05% | 147 |
|
2024
Q3 | $244K | Hold |
3,400
| – | – | 0.06% | 141 |
|
2024
Q2 | $216K | Sell |
3,400
-400
| -11% | -$25.4K | 0.05% | 137 |
|
2024
Q1 | $232K | Buy |
3,800
+145
| +4% | +$8.85K | 0.06% | 139 |
|
2023
Q4 | $215K | Buy |
3,655
+4
| +0.1% | +$235 | 0.06% | 136 |
|
2023
Q3 | $204K | Buy |
3,651
+2
| +0.1% | +$112 | 0.07% | 139 |
|
2023
Q2 | $220K | Buy |
3,649
+1
| +0% | +$60 | 0.07% | 134 |
|
2023
Q1 | $226K | Buy |
3,648
+1
| +0% | +$62 | 0.08% | 127 |
|
2022
Q4 | $232K | Buy |
3,647
+4
| +0.1% | +$254 | 0.08% | 126 |
|
2022
Q3 | $204K | Buy |
3,643
+1
| +0% | +$56 | 0.08% | 126 |
|
2022
Q2 | $229K | Buy |
3,642
+1
| +0% | +$63 | 0.09% | 118 |
|
2022
Q1 | $226K | Hold |
3,641
| – | – | 0.08% | 114 |
|
2021
Q4 | $216K | Buy |
+3,641
| New | +$216K | 0.07% | 118 |
|