Frank Rimerman Advisors’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 | $3.24M | Buy |
45,790
+18,023
| +65% | +$1.28M | 0.22% | 74 |
|
|
2025
Q1 | $1.99M | Buy |
27,767
+2,535
| +10% | +$182K | 0.16% | 108 |
|
|
2024
Q4 | $1.57M | Sell |
25,232
-11,014
| -30% | -$686K | 0.11% | 127 |
|
|
2024
Q3 | $2.6M | Buy |
36,246
+519
| +1% | +$37.3K | 0.18% | 92 |
|
|
2024
Q2 | $2.27M | Buy |
35,727
+35,540
| +19,005% | +$2.26M | 0.16% | 108 |
|
|
2024
Q1 | $11.4K | Hold |
187
| – | – | ﹤0.01% | 169 |
|
|
2023
Q4 | $11K | Buy |
+187
| New | +$11K | ﹤0.01% | 167 |
|