FAM
Formidable Asset Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Hold |
14,690
| – | – | 0.18% | 113 |
|
|
2025
Q1 | $1.05M | Sell |
14,690
-118
| -0.8% | -$8.45K | 0.18% | 112 |
|
|
2024
Q4 | $922K | Sell |
14,808
-125
| -0.8% | -$7.78K | 0.15% | 129 |
|
|
2024
Q3 | $1.07M | Sell |
14,933
-2,164
| -13% | -$156K | 0.17% | 117 |
|
|
2024
Q2 | $1.09M | Buy |
17,097
+1,416
| +9% | +$90.1K | 0.18% | 119 |
|
|
2024
Q1 | $959K | Buy |
15,681
+3,052
| +24% | +$187K | 0.16% | 135 |
|
|
2023
Q4 | $744K | Sell |
12,629
-262
| -2% | -$15.4K | 0.15% | 125 |
|
|
2023
Q3 | $722K | Sell |
12,891
-157
| -1% | -$8.79K | 0.16% | 128 |
|
|
2023
Q2 | $786K | Hold |
13,048
| – | – | 0.17% | 120 |
|
|
2023
Q1 | $813K | Buy |
13,048
+628
| +5% | +$39.1K | 0.17% | 105 |
|
|
2022
Q4 | $790K | Sell |
12,420
-1,000
| -7% | -$63.6K | 0.18% | 109 |
|
|
2022
Q3 | $792K | Buy |
13,420
+23
| +0.2% | +$1.36K | 0.18% | 101 |
|
|
2022
Q2 | $838K | Buy |
13,397
+931
| +7% | +$58.2K | 0.19% | 104 |
|
|
2022
Q1 | $773K | Sell |
12,466
-100
| -0.8% | -$6.2K | 0.15% | 119 |
|
|
2021
Q4 | $755K | Buy |
12,566
+372
| +3% | +$22.4K | 0.14% | 134 |
|
|
2021
Q3 | $640K | Buy |
12,194
+100
| +0.8% | +$5.25K | 0.12% | 165 |
|
|
2021
Q2 | $678K | Sell |
12,094
-2,036
| -14% | -$114K | 0.15% | 147 |
|
|
2021
Q1 | $743K | Buy |
14,130
+819
| +6% | +$43.1K | 0.16% | 124 |
|
|
2020
Q4 | $707K | Sell |
13,311
-1,170
| -8% | -$62.1K | 0.16% | 115 |
|
|
2020
Q3 | $715K | Sell |
14,481
-920
| -6% | -$45.4K | 0.21% | 99 |
|
|
2020
Q2 | $662K | Buy |
15,401
+3,140
| +26% | +$135K | 0.2% | 102 |
|
|
2020
Q1 | $544K | Hold |
12,261
| – | – | 0.21% | 94 |
|
|
2019
Q4 | $699K | Buy |
+12,261
| New | +$699K | 0.22% | 94 |
|
|
2019
Q3 | – | Sell |
-12,216
| Closed | -$642K | – | 186 |
|
|
2019
Q2 | $642K | Buy |
+12,216
| New | +$642K | 0.22% | 99 |
|
|
2019
Q1 | – | Sell |
-13,641
| Closed | -$646K | – | 224 |
|
|
2018
Q4 | $646K | Buy |
13,641
+1,640
| +14% | +$77.7K | 0.34% | 61 |
|
|
2018
Q3 | $551K | Sell |
12,001
-1,014
| -8% | -$46.6K | 0.22% | 85 |
|
|
2018
Q2 | $571K | Buy |
13,015
+50
| +0.4% | +$2.19K | 0.25% | 78 |
|
|
2018
Q1 | $563K | Sell |
12,965
-74
| -0.6% | -$3.21K | 0.28% | 69 |
|
|
2017
Q4 | $598K | Sell |
13,039
-800
| -6% | -$36.7K | 0.28% | 76 |
|
|
2017
Q3 | $623K | Sell |
13,839
-235
| -2% | -$10.6K | 0.26% | 91 |
|
|
2017
Q2 | $631K | Buy |
14,074
+240
| +2% | +$10.8K | 0.31% | 77 |
|
|
2017
Q1 | $607K | Buy |
13,834
+2,012
| +17% | +$88.3K | 0.26% | 93 |
|
|
2016
Q4 | $490K | Buy |
11,822
+19
| +0.2% | +$788 | 0.25% | 102 |
|
|
2016
Q3 | $500K | Buy |
11,803
+35
| +0.3% | +$1.48K | 0.25% | 98 |
|
|
2016
Q2 | $536K | Buy |
11,768
+3,709
| +46% | +$169K | 0.3% | 94 |
|
|
2016
Q1 | $360K | Sell |
8,059
-2,197
| -21% | -$98.1K | 0.25% | 89 |
|
|
2015
Q4 | $434K | Sell |
10,256
-466
| -4% | -$19.7K | 0.3% | 79 |
|
|
2015
Q3 | $430K | Hold |
10,722
| – | – | 0.29% | 81 |
|
|
2015
Q2 | $421K | Hold |
10,722
| – | – | 0.27% | 86 |
|
|
2015
Q1 | $436K | Sell |
10,722
-60
| -0.6% | -$2.44K | 0.29% | 79 |
|
|
2014
Q4 | $455K | Buy |
10,782
+240
| +2% | +$10.1K | 0.31% | 80 |
|
|
2014
Q3 | $441K | Buy |
10,542
+84
| +0.8% | +$3.51K | 0.29% | 81 |
|
|
2014
Q2 | $443K | Hold |
10,458
| – | – | 0.27% | 89 |
|
|
2014
Q1 | $429K | Hold |
10,458
| – | – | 0.3% | 71 |
|
|
2013
Q4 | $397K | Buy |
10,458
+440
| +4% | +$16.7K | 0.27% | 86 |
|
|
2013
Q3 | $375K | Buy |
+10,018
| New | +$375K | 0.32% | 75 |
|