Glass Jacobson Investment 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 | $122K | Sell |
1,722
-3,451
| -67% | -$244K | 0.05% | 214 |
|
|
2025
Q1 | $322K | Hold |
5,173
| – | – | 0.11% | 187 |
|
|
2024
Q4 | $322K | Sell |
5,173
-90
| -2% | -$5.6K | 0.11% | 187 |
|
|
2024
Q3 | $378K | Buy |
5,263
+1
| +0% | +$72 | 0.13% | 169 |
|
|
2024
Q2 | $335K | Buy |
5,262
+1
| +0% | +$64 | 0.12% | 176 |
|
|
2024
Q1 | $322K | Buy |
5,261
+328
| +7% | +$20.1K | 0.12% | 173 |
|
|
2023
Q4 | $291K | Sell |
4,933
-197
| -4% | -$11.6K | 0.12% | 173 |
|
|
2023
Q3 | $287K | Buy |
5,130
+171
| +3% | +$9.57K | 0.13% | 166 |
|
|
2023
Q2 | $299K | Buy |
+4,959
| New | +$299K | 0.14% | 162 |
|
|
2022
Q4 | $322K | Buy |
+5,068
| New | +$322K | 0.16% | 160 |
|