Ervin Investment Management’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 | $218K | Buy |
+3,087
| New | +$218K | 0.14% | 40 |
|
|
2024
Q4 | – | Sell |
-3,087
| Closed | -$222K | – | 38 |
|
|
2024
Q3 | $222K | Buy |
+3,087
| New | +$222K | 0.14% | 37 |
|
|
2023
Q2 | – | Sell |
-3,237
| Closed | -$200K | – | 37 |
|
|
2023
Q1 | $200K | Sell |
3,237
-150
| -4% | -$9.28K | 0.17% | 35 |
|
|
2022
Q4 | $215K | Buy |
+3,387
| New | +$215K | 0.2% | 34 |
|
|
2022
Q3 | – | Sell |
-3,387
| Closed | -$212K | – | 34 |
|
|
2022
Q2 | $212K | Hold |
3,387
| – | – | 0.2% | 33 |
|
|
2022
Q1 | $211K | Hold |
3,387
| – | – | 0.16% | 34 |
|
|
2021
Q4 | $201K | Buy |
+3,387
| New | +$201K | 0.16% | 31 |
|