Fulcrum Capital’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $520K | Hold |
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|
2025
Q2 | $555K | Hold |
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|
2025
Q1 | $561K | Buy |
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|
2024
Q4 | $405K | Hold |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $414K | Hold |
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $383K | Hold |
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|
2023
Q3 | $364K | Hold |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $422K | Hold |
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|
2022
Q4 | $433K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $238K | Hold |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $254K | Buy |
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