Gyroscope Capital Management Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $877K | Buy |
15,675
+8,612
| +122% | +$482K | 0.2% | 99 |
|
|
2023
Q2 | $425K | Buy |
+7,063
| New | +$425K | 0.1% | 119 |
|
|
2022
Q1 | – | Sell |
-4,864
| Closed | -$288K | – | 113 |
|
|
2021
Q4 | $288K | Buy |
+4,864
| New | +$288K | 0.1% | 106 |
|
|
2021
Q3 | – | Sell |
-3,864
| Closed | -$209K | – | 115 |
|
|
2021
Q2 | $209K | Buy |
+3,864
| New | +$209K | 0.07% | 111 |
|
|
2018
Q3 | – | Sell |
-7,589
| Closed | -$333K | – | 122 |
|
|
2018
Q2 | $333K | Sell |
7,589
-182
| -2% | -$7.99K | 0.15% | 85 |
|
|
2018
Q1 | $337K | Sell |
7,771
-62
| -0.8% | -$2.69K | 0.16% | 87 |
|
|
2017
Q4 | $359K | Sell |
7,833
-78
| -1% | -$3.58K | 0.16% | 82 |
|
|
2017
Q3 | $356K | Buy |
7,911
+559
| +8% | +$25.2K | 0.18% | 65 |
|
|
2017
Q2 | $330K | Buy |
7,352
+992
| +16% | +$44.5K | 0.16% | 72 |
|
|
2017
Q1 | $270K | Buy |
6,360
+52
| +0.8% | +$2.21K | 0.16% | 70 |
|
|
2016
Q4 | $262K | Buy |
6,308
+1,406
| +29% | +$58.4K | 0.18% | 72 |
|
|
2016
Q3 | $207K | Buy |
+4,902
| New | +$207K | 0.15% | 89 |
|