Foster Dykema Cabot & Partners’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 | $901K | Buy |
12,650
+1,282
| +11% | +$91.4K | 0.06% | 54 |
|
|
2025
Q1 | $820K | Sell |
11,368
-73
| -0.6% | -$5.27K | 0.07% | 53 |
|
|
2024
Q4 | $712K | Sell |
11,441
-546
| -5% | -$34K | 0.06% | 64 |
|
|
2024
Q3 | $867K | Hold |
11,987
| – | – | 0.07% | 54 |
|
|
2024
Q2 | $769K | Buy |
11,987
+219
| +2% | +$14K | 0.07% | 47 |
|
|
2024
Q1 | $726K | Sell |
11,768
-69
| -0.6% | -$4.26K | 0.07% | 47 |
|
|
2023
Q4 | $698K | Buy |
+11,837
| New | +$698K | 0.07% | 48 |
|