Goldstream Capital Management’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 | $588K | Hold |
8,276
| – | – | 0.19% | 28 |
|
|
2025
Q1 | $596K | Hold |
8,276
| – | – | 0.26% | 19 |
|
|
2024
Q4 | $515K | Sell |
8,276
-10,322
| -56% | -$643K | 0.14% | 22 |
|
|
2024
Q3 | $1.34M | Buy |
+18,598
| New | +$1.34M | 0.45% | 18 |
|
|
2023
Q4 | – | Sell |
-7,810
| Closed | -$440K | – | 38 |
|
|
2023
Q3 | $440K | Hold |
7,810
| – | – | 0.35% | 21 |
|
|
2023
Q2 | $473K | Buy |
7,810
+2,546
| +48% | +$154K | 0.34% | 14 |
|
|
2023
Q1 | $327K | Buy |
+5,264
| New | +$327K | 0.35% | 15 |
|