Harbour Trust & Investment 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 | $491K | Sell |
6,946
-100
| -1% | -$7.08K | 0.05% | 113 |
|
|
2025
Q1 | $505K | Sell |
7,046
-500
| -7% | -$35.8K | 0.06% | 109 |
|
|
2024
Q4 | $470K | Sell |
7,546
-783
| -9% | -$48.8K | 0.05% | 114 |
|
|
2024
Q3 | $599K | Sell |
8,329
-89
| -1% | -$6.4K | 0.07% | 108 |
|
|
2024
Q2 | $536K | Sell |
8,418
-202
| -2% | -$12.9K | 0.06% | 113 |
|
|
2024
Q1 | $527K | Buy |
8,620
+10
| +0.1% | +$612 | 0.07% | 118 |
|
|
2023
Q4 | $507K | Buy |
+8,610
| New | +$507K | 0.07% | 117 |
|