Forte Capital’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 | $385K | Buy |
5,438
+290
| +6% | +$20.5K | 0.04% | 189 |
|
|
2025
Q1 | $369K | Sell |
5,148
-1,315
| -20% | -$94.2K | 0.04% | 193 |
|
|
2024
Q4 | $402K | Sell |
6,463
-1,256
| -16% | -$78.2K | 0.05% | 183 |
|
|
2024
Q3 | $555K | Sell |
7,719
-785
| -9% | -$56.4K | 0.06% | 162 |
|
|
2024
Q2 | $541K | Sell |
8,504
-9
| -0.1% | -$573 | 0.07% | 150 |
|
|
2024
Q1 | $521K | Sell |
8,513
-159
| -2% | -$9.73K | 0.06% | 157 |
|
|
2023
Q4 | $511K | Hold |
8,672
| – | – | 0.07% | 142 |
|
|
2023
Q3 | $485K | Sell |
8,672
-2,431
| -22% | -$136K | 0.07% | 139 |
|
|
2023
Q2 | $669K | Sell |
11,103
-110
| -1% | -$6.62K | 0.1% | 115 |
|
|
2023
Q1 | $696K | Sell |
11,213
-594
| -5% | -$36.8K | 0.11% | 112 |
|
|
2022
Q4 | $751K | Buy |
11,807
+412
| +4% | +$26.2K | 0.13% | 109 |
|
|
2022
Q3 | $638K | Sell |
11,395
-547
| -5% | -$30.6K | 0.12% | 111 |
|
|
2022
Q2 | $751K | Buy |
11,942
+277
| +2% | +$17.4K | 0.13% | 110 |
|
|
2022
Q1 | $691K | Hold |
11,665
| – | – | 0.09% | 131 |
|
|
2021
Q4 | $691K | Sell |
11,665
-11
| -0.1% | -$652 | 0.09% | 131 |
|
|
2021
Q3 | $613K | Sell |
11,676
-529
| -4% | -$27.8K | 0.08% | 133 |
|
|
2021
Q2 | $660K | Sell |
12,205
-594
| -5% | -$32.1K | 0.09% | 126 |
|
|
2021
Q1 | $675K | Sell |
12,799
-518
| -4% | -$27.3K | 0.1% | 122 |
|
|
2020
Q4 | $730K | Sell |
13,317
-503
| -4% | -$27.6K | 0.11% | 116 |
|
|
2020
Q3 | $682K | Sell |
13,820
-1,929
| -12% | -$95.2K | 0.13% | 109 |
|
|
2020
Q2 | $704K | Sell |
15,749
-91
| -0.6% | -$4.07K | 0.15% | 102 |
|
|
2020
Q1 | $701K | Buy |
15,840
+977
| +7% | +$43.2K | 0.24% | 68 |
|
|
2019
Q4 | $823K | Sell |
14,863
-2,695
| -15% | -$149K | 0.23% | 75 |
|
|
2019
Q3 | $956K | Buy |
17,558
+2,412
| +16% | +$131K | 0.3% | 69 |
|
|
2019
Q2 | $771K | Buy |
15,146
+117
| +0.8% | +$5.96K | 0.25% | 84 |
|
|
2019
Q1 | $704K | Buy |
15,029
+1,085
| +8% | +$50.8K | 0.25% | 79 |
|
|
2018
Q4 | $660K | Buy |
13,944
+1,000
| +8% | +$47.3K | 0.28% | 76 |
|
|
2018
Q3 | $597K | Buy |
12,944
+1,000
| +8% | +$46.1K | 0.21% | 81 |
|
|
2018
Q2 | $524K | Sell |
11,944
-854
| -7% | -$37.5K | 0.2% | 84 |
|
|
2018
Q1 | $556K | Buy |
12,798
+532
| +4% | +$23.1K | 0.23% | 79 |
|
|
2017
Q4 | $562K | Sell |
12,266
-980
| -7% | -$44.9K | 0.17% | 106 |
|
|
2017
Q3 | $596K | Sell |
13,246
-100
| -0.7% | -$4.5K | 0.19% | 97 |
|
|
2017
Q2 | $599K | Sell |
13,346
-440
| -3% | -$19.7K | 0.2% | 95 |
|
|
2017
Q1 | $585K | Sell |
13,786
-50
| -0.4% | -$2.12K | 0.2% | 91 |
|
|
2016
Q4 | $573K | Sell |
13,836
-90
| -0.6% | -$3.73K | 0.21% | 90 |
|
|
2016
Q3 | $589K | Sell |
13,926
-170
| -1% | -$7.19K | 0.22% | 88 |
|
|
2016
Q2 | $639K | Hold |
14,096
| – | – | 0.25% | 82 |
|
|
2016
Q1 | $654K | Sell |
14,096
-930
| -6% | -$43.1K | 0.29% | 73 |
|
|
2015
Q4 | $646K | Sell |
15,026
-240
| -2% | -$10.3K | 0.26% | 72 |
|
|
2015
Q3 | $612K | Hold |
15,266
| – | – | 0.28% | 73 |
|
|
2015
Q2 | $599K | Sell |
15,266
-1,245
| -8% | -$48.9K | 0.25% | 83 |
|
|
2015
Q1 | $669K | Sell |
16,511
-830
| -5% | -$33.6K | 0.29% | 77 |
|
|
2014
Q4 | $732K | Sell |
17,341
-1,000
| -5% | -$42.2K | 0.32% | 74 |
|
|
2014
Q3 | $782K | Buy |
+18,341
| New | +$782K | 0.36% | 63 |
|