Hedges Asset 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 | – | Sell |
-3,000
| Closed | -$215K | – | 109 |
|
|
2025
Q1 | $215K | Sell |
3,000
-2,200
| -42% | -$158K | 0.14% | 103 |
|
|
2024
Q4 | $324K | Hold |
5,200
| – | – | 0.21% | 90 |
|
|
2024
Q3 | $374K | Sell |
5,200
-2,400
| -32% | -$172K | 0.25% | 80 |
|
|
2024
Q2 | $484K | Hold |
7,600
| – | – | 0.35% | 74 |
|
|
2024
Q1 | $465K | Hold |
7,600
| – | – | 0.33% | 73 |
|
|
2023
Q4 | $448K | Hold |
7,600
| – | – | 0.35% | 72 |
|
|
2023
Q3 | $425K | Hold |
7,600
| – | – | 0.37% | 72 |
|
|
2023
Q2 | $458K | Hold |
7,600
| – | – | 0.39% | 70 |
|
|
2023
Q1 | $471K | Hold |
7,600
| – | – | 0.4% | 69 |
|
|
2022
Q4 | $483K | Hold |
7,600
| – | – | 0.43% | 62 |
|
|
2022
Q3 | $426K | Hold |
7,600
| – | – | 0.43% | 61 |
|
|
2022
Q2 | $478K | Sell |
7,600
-1,000
| -12% | -$62.9K | 0.45% | 62 |
|
|
2022
Q1 | $533K | Sell |
8,600
-1,000
| -10% | -$62K | 0.41% | 70 |
|
|
2021
Q4 | $568K | Buy |
+9,600
| New | +$568K | 0.44% | 63 |
|