Garde 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 | $85.6K | Buy |
1,209
+784
| +184% | +$55.5K | ﹤0.01% | 275 |
|
|
2025
Q1 | $30.4K | Buy |
+425
| New | +$30.4K | ﹤0.01% | 374 |
|
|
2023
Q4 | – | Sell |
-8,927
| Closed | -$500K | – | 289 |
|
|
2023
Q3 | $500K | Buy |
8,927
+80
| +0.9% | +$4.48K | 0.04% | 125 |
|
|
2023
Q2 | $533K | Buy |
+8,847
| New | +$533K | 0.04% | 136 |
|
|
2019
Q1 | – | Sell |
-13,579
| Closed | -$643K | – | 156 |
|
|
2018
Q4 | $643K | Buy |
13,579
+279
| +2% | +$13.2K | 0.11% | 96 |
|
|
2018
Q3 | $662K | Buy |
13,300
+400
| +3% | +$19.9K | 0.11% | 99 |
|
|
2018
Q2 | $566K | Hold |
12,900
| – | – | 0.1% | 104 |
|
|
2018
Q1 | $560K | Sell |
12,900
-558
| -4% | -$24.2K | 0.1% | 97 |
|
|
2017
Q4 | $617K | Buy |
13,458
+400
| +3% | +$18.3K | 0.12% | 94 |
|
|
2017
Q3 | $588K | Buy |
+13,058
| New | +$588K | 0.12% | 94 |
|
|
2016
Q4 | – | Sell |
-13,900
| Closed | -$558K | – | 143 |
|
|
2016
Q3 | $558K | Buy |
+13,900
| New | +$558K | 0.18% | 94 |
|
|
2015
Q4 | – | Sell |
-13,900
| Closed | -$558K | – | 134 |
|
|
2015
Q3 | $558K | Hold |
13,900
| – | – | 0.18% | 94 |
|
|
2015
Q2 | $545K | Buy |
13,900
+6,100
| +78% | +$239K | 0.16% | 95 |
|
|
2015
Q1 | $316K | Hold |
7,800
| – | – | 0.1% | 115 |
|
|
2014
Q4 | $329K | Buy |
+7,800
| New | +$329K | 0.1% | 109 |
|