Empirical Asset Management’s Coca-Cola KO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $560K | Buy |
7,917
+212
| +3% | +$15K | 0.17% | 190 |
|
2025
Q1 | $552K | Sell |
7,705
-108,190
| -93% | -$7.75M | 0.19% | 164 |
|
2024
Q4 | $417K | Buy |
115,895
+103,018
| +800% | +$371K | 0.14% | 185 |
|
2024
Q3 | $374K | Buy |
12,877
+192
| +2% | +$5.57K | 0.13% | 198 |
|
2024
Q2 | $320K | Buy |
+12,685
| New | +$320K | 0.12% | 237 |
|