Great Diamond 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 | $886K | Buy |
12,518
+2,504
| +25% | +$177K | 0.19% | 118 |
|
|
2025
Q1 | $717K | Sell |
10,014
-300
| -3% | -$21.5K | 0.2% | 98 |
|
|
2024
Q4 | $642K | Buy |
10,314
+169
| +2% | +$10.5K | 0.17% | 106 |
|
|
2024
Q3 | $729K | Sell |
10,145
-1,854
| -15% | -$133K | 0.19% | 101 |
|
|
2024
Q2 | $764K | Sell |
11,999
-887
| -7% | -$56.5K | 0.18% | 104 |
|
|
2024
Q1 | $788K | Hold |
12,886
| – | – | 0.18% | 105 |
|
|
2023
Q4 | $759K | Buy |
12,886
+130
| +1% | +$7.66K | 0.19% | 109 |
|
|
2023
Q3 | $714K | Buy |
12,756
+794
| +7% | +$44.4K | 0.19% | 108 |
|
|
2023
Q2 | $720K | Buy |
11,962
+92
| +0.8% | +$5.54K | 0.19% | 103 |
|
|
2023
Q1 | $736K | Buy |
11,870
+188
| +2% | +$11.7K | 0.21% | 100 |
|
|
2022
Q4 | $743K | Buy |
11,682
+14
| +0.1% | +$891 | 0.23% | 96 |
|
|
2022
Q3 | $653K | Sell |
11,668
-70
| -0.6% | -$3.92K | 0.22% | 94 |
|
|
2022
Q2 | $738K | Sell |
11,738
-46
| -0.4% | -$2.89K | 0.25% | 87 |
|
|
2022
Q1 | $730K | Sell |
11,784
-20
| -0.2% | -$1.24K | 0.2% | 99 |
|
|
2021
Q4 | $698K | Sell |
11,804
-37
| -0.3% | -$2.19K | 0.18% | 106 |
|
|
2021
Q3 | $621K | Sell |
11,841
-401
| -3% | -$21K | 0.17% | 106 |
|
|
2021
Q2 | $662K | Sell |
12,242
-72
| -0.6% | -$3.89K | 0.19% | 105 |
|
|
2021
Q1 | $649K | Buy |
12,314
+716
| +6% | +$37.7K | 0.2% | 105 |
|
|
2020
Q4 | $636K | Sell |
11,598
-3,877
| -25% | -$213K | 0.2% | 91 |
|
|
2020
Q3 | $764K | Buy |
15,475
+2,808
| +22% | +$139K | 0.28% | 67 |
|
|
2020
Q2 | $565K | Sell |
12,667
-3,373
| -21% | -$150K | 0.23% | 74 |
|
|
2020
Q1 | $709K | Sell |
16,040
-3,619
| -18% | -$160K | 0.37% | 57 |
|
|
2019
Q4 | $1.09M | Buy |
+19,659
| New | +$1.09M | 0.41% | 54 |
|