HMS 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 | $1.23M | Sell |
17,387
-1,310
| -7% | -$92.7K | 0.55% | 42 |
|
|
2025
Q1 | $1.28M | Sell |
18,697
-353
| -2% | -$24.1K | 0.71% | 42 |
|
|
2024
Q4 | $1.19M | Sell |
19,050
-223
| -1% | -$13.9K | 0.57% | 44 |
|
|
2024
Q3 | $1.38M | Buy |
19,273
+73
| +0.4% | +$5.25K | 0.68% | 41 |
|
|
2024
Q2 | $1.22M | Buy |
19,200
+1,469
| +8% | +$93.5K | 0.64% | 42 |
|
|
2024
Q1 | $1.08M | Buy |
+17,731
| New | +$1.08M | 0.6% | 45 |
|
|
2021
Q1 | – | Sell |
-6,939
| Closed | -$381K | – | 119 |
|
|
2020
Q4 | $381K | Sell |
6,939
-1,010
| -13% | -$55.5K | 0.17% | 91 |
|
|
2020
Q3 | $392K | Buy |
7,949
+1,329
| +20% | +$65.5K | 0.15% | 89 |
|
|
2020
Q2 | $296K | Buy |
+6,620
| New | +$296K | 0.13% | 91 |
|