GLOBALT Investments’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 | $7.62M | Sell |
107,637
-4,644
| -4% | -$329K | 0.29% | 44 |
|
|
2025
Q1 | $8.04M | Buy |
112,281
+762
| +0.7% | +$54.6K | 0.33% | 40 |
|
|
2024
Q4 | $6.94M | Sell |
111,519
-1,583
| -1% | -$98.6K | 0.27% | 47 |
|
|
2024
Q3 | $8.13M | Sell |
113,102
-4,186
| -4% | -$301K | 0.3% | 35 |
|
|
2024
Q2 | $7.47M | Sell |
117,288
-1,571
| -1% | -$100K | 0.3% | 42 |
|
|
2024
Q1 | $7.27M | Sell |
118,859
-2,047
| -2% | -$125K | 0.29% | 45 |
|
|
2023
Q4 | $7.13M | Buy |
+120,906
| New | +$7.13M | 0.3% | 42 |
|