Evergreen Capital 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 | $2.71M | Sell |
38,050
-1,133
| -3% | -$80.7K | 0.08% | 229 |
|
|
2025
Q1 | $2.83M | Buy |
39,183
+13
| +0% | +$937 | 0.09% | 209 |
|
|
2024
Q4 | $2.44M | Sell |
39,170
-388
| -1% | -$24.2K | 0.08% | 227 |
|
|
2024
Q3 | $2.86M | Sell |
39,558
-434
| -1% | -$31.4K | 0.1% | 209 |
|
|
2024
Q2 | $2.56M | Buy |
39,992
+4,999
| +14% | +$321K | 0.09% | 209 |
|
|
2024
Q1 | $2.16M | Buy |
34,993
+275
| +0.8% | +$17K | 0.08% | 221 |
|
|
2023
Q4 | $2.05M | Sell |
34,718
-137
| -0.4% | -$8.07K | 0.08% | 226 |
|
|
2023
Q3 | $1.97M | Sell |
34,855
-3,510
| -9% | -$198K | 0.09% | 219 |
|
|
2023
Q2 | $2.33M | Buy |
38,365
+476
| +1% | +$28.9K | 0.1% | 202 |
|
|
2023
Q1 | $2.37M | Buy |
37,889
+10,078
| +36% | +$630K | 0.11% | 200 |
|
|
2022
Q4 | $1.77M | Buy |
27,811
+180
| +0.7% | +$11.5K | 0.08% | 220 |
|
|
2022
Q3 | $1.56M | Buy |
27,631
+854
| +3% | +$48.2K | 0.08% | 221 |
|
|
2022
Q2 | $1.7M | Sell |
26,777
-3,904
| -13% | -$247K | 0.09% | 207 |
|
|
2022
Q1 | $1.9M | Buy |
30,681
+2,411
| +9% | +$149K | 0.08% | 225 |
|
|
2021
Q4 | $1.67M | Sell |
28,270
-656
| -2% | -$38.8K | 0.07% | 235 |
|
|
2021
Q3 | $1.52M | Buy |
28,926
+3,217
| +13% | +$169K | 0.07% | 237 |
|
|
2021
Q2 | $1.39M | Buy |
25,709
+801
| +3% | +$43.3K | 0.07% | 234 |
|
|
2021
Q1 | $1.31M | Buy |
24,908
+3,596
| +17% | +$190K | 0.07% | 235 |
|
|
2020
Q4 | $1.17M | Buy |
21,312
+180
| +0.9% | +$9.87K | 0.07% | 211 |
|
|
2020
Q3 | $1.04M | Sell |
21,132
-376
| -2% | -$18.6K | 0.07% | 198 |
|
|
2020
Q2 | $961K | Sell |
21,508
-79
| -0.4% | -$3.53K | 0.07% | 193 |
|
|
2020
Q1 | $955K | Buy |
21,587
+171
| +0.8% | +$7.57K | 0.09% | 173 |
|
|
2019
Q4 | $1.19M | Sell |
21,416
-1,288
| -6% | -$71.3K | 0.1% | 159 |
|
|
2019
Q3 | $1.24M | Buy |
22,704
+638
| +3% | +$34.7K | 0.12% | 145 |
|
|
2019
Q2 | $1.12M | Buy |
22,066
+4,653
| +27% | +$237K | 0.11% | 153 |
|
|
2019
Q1 | $816K | Sell |
17,413
-2,123
| -11% | -$99.5K | 0.08% | 171 |
|
|
2018
Q4 | $925K | Buy |
19,536
+2,227
| +13% | +$105K | 0.1% | 157 |
|
|
2018
Q3 | $799K | Buy |
17,309
+251
| +1% | +$11.6K | 0.07% | 184 |
|
|
2018
Q2 | $748K | Sell |
17,058
-1,983
| -10% | -$87K | 0.07% | 175 |
|
|
2018
Q1 | $827K | Buy |
19,041
+4,722
| +33% | +$205K | 0.08% | 158 |
|
|
2017
Q4 | $657K | Sell |
14,319
-3,288
| -19% | -$151K | 0.07% | 162 |
|
|
2017
Q3 | $793K | Buy |
17,607
+12,513
| +246% | +$564K | 0.09% | 131 |
|
|
2017
Q2 | $228K | Buy |
+5,094
| New | +$228K | 0.04% | 125 |
|