FC
Fulcrum Capital’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Hold |
7,839
| – | – | 0.12% | 59 |
|
|
2025
Q1 | $561K | Buy |
7,839
+1,339
| +21% | +$95.9K | 0.12% | 57 |
|
|
2024
Q4 | $405K | Hold |
6,500
| – | – | 0.08% | 74 |
|
|
2024
Q3 | $467K | Hold |
6,500
| – | – | 0.1% | 72 |
|
|
2024
Q2 | $414K | Hold |
6,500
| – | – | 0.09% | 75 |
|
|
2024
Q1 | $398K | Hold |
6,500
| – | – | 0.09% | 77 |
|
|
2023
Q4 | $383K | Hold |
6,500
| – | – | 0.1% | 77 |
|
|
2023
Q3 | $364K | Hold |
6,500
| – | – | 0.11% | 71 |
|
|
2023
Q2 | $391K | Sell |
6,500
-304
| -4% | -$18.3K | 0.1% | 77 |
|
|
2023
Q1 | $422K | Hold |
6,804
| – | – | 0.11% | 72 |
|
|
2022
Q4 | $433K | Buy |
+6,804
| New | +$433K | 0.13% | 71 |
|
|
2022
Q1 | – | Sell |
-4,227
| Closed | -$250K | – | 78 |
|
|
2021
Q4 | $250K | Sell |
4,227
-300
| -7% | -$17.7K | 0.05% | 75 |
|
|
2021
Q3 | $238K | Hold |
4,527
| – | – | 0.06% | 81 |
|
|
2021
Q2 | $245K | Sell |
4,527
-295
| -6% | -$16K | 0.06% | 73 |
|
|
2021
Q1 | $254K | Buy |
+4,822
| New | +$254K | 0.07% | 72 |
|