Golden State Equity Partners’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 | $1.65M | Buy |
23,364
+7,094
| +44% | +$502K | 0.31% | 72 |
|
|
2025
Q1 | $1.17M | Buy |
16,270
+2,106
| +15% | +$151K | 0.23% | 110 |
|
|
2024
Q4 | $882K | Buy |
14,164
+7,527
| +113% | +$469K | 0.17% | 150 |
|
|
2024
Q3 | $477K | Sell |
6,637
-5,193
| -44% | -$373K | 0.25% | 94 |
|
|
2024
Q2 | $753K | Buy |
+11,830
| New | +$753K | 0.16% | 147 |
|
|
2023
Q4 | $1.3M | Sell |
22,108
-253
| -1% | -$14.9K | 0.32% | 78 |
|
|
2023
Q3 | $1.25M | Buy |
22,361
+10,572
| +90% | +$592K | 0.35% | 72 |
|
|
2023
Q2 | $710K | Sell |
11,789
-1,255
| -10% | -$75.6K | 0.2% | 125 |
|
|
2023
Q1 | $809K | Buy |
+13,044
| New | +$809K | 0.44% | 68 |
|
|
2022
Q1 | $858K | Buy |
13,837
+8,912
| +181% | +$553K | 0.43% | 68 |
|
|
2021
Q4 | $292K | Sell |
4,925
-4,674
| -49% | -$277K | 0.15% | 131 |
|
|
2021
Q3 | $504K | Sell |
9,599
-630
| -6% | -$33.1K | 0.21% | 116 |
|
|
2021
Q2 | $553K | Buy |
10,229
+2,578
| +34% | +$139K | 0.21% | 115 |
|
|
2021
Q1 | $403K | Buy |
+7,651
| New | +$403K | 0.23% | 98 |
|