Family 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 | $397K | Buy |
5,618
+1,095
| +24% | +$77.5K | 0.21% | 66 |
|
|
2025
Q1 | $324K | Buy |
4,523
+351
| +8% | +$25.1K | 0.2% | 57 |
|
|
2024
Q4 | $260K | Buy |
4,172
+134
| +3% | +$8.34K | 0.16% | 60 |
|
|
2024
Q3 | $290K | Buy |
4,038
+75
| +2% | +$5.39K | 0.19% | 56 |
|
|
2024
Q2 | $252K | Sell |
3,963
-54
| -1% | -$3.44K | 0.17% | 58 |
|
|
2024
Q1 | $246K | Buy |
4,017
+208
| +5% | +$12.7K | 0.17% | 61 |
|
|
2023
Q4 | $224K | Buy |
3,809
+42
| +1% | +$2.48K | 0.16% | 68 |
|
|
2023
Q3 | $211K | Buy |
3,767
+81
| +2% | +$4.53K | 0.14% | 74 |
|
|
2023
Q2 | $222K | Sell |
3,686
-558
| -13% | -$33.6K | 0.14% | 69 |
|
|
2023
Q1 | $263K | Buy |
4,244
+36
| +0.9% | +$2.23K | 0.11% | 56 |
|
|
2022
Q4 | $268K | Buy |
+4,208
| New | +$268K | 0.18% | 56 |
|