Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8M | Buy |
407,411
+1,948
| +0.5% | +$138K | 2% | 20 |
|
|
2025
Q1 | $29M | Buy |
405,463
+898
| +0.2% | +$64.3K | 2.26% | 19 |
|
|
2024
Q4 | $25.2M | Buy |
404,565
+4,958
| +1% | +$309K | 1.72% | 25 |
|
|
2024
Q3 | $28.7M | Buy |
399,607
+2,069
| +0.5% | +$149K | 2.02% | 22 |
|
|
2024
Q2 | $25.3M | Buy |
397,538
+5,657
| +1% | +$360K | 1.87% | 24 |
|
|
2024
Q1 | $24M | Buy |
391,881
+7,389
| +2% | +$452K | 1.85% | 24 |
|
|
2023
Q4 | $22.7M | Buy |
384,492
+6,896
| +2% | +$406K | 1.96% | 24 |
|
|
2023
Q3 | $21.1M | Buy |
377,596
+2,532
| +0.7% | +$142K | 2.04% | 23 |
|
|
2023
Q2 | $22.6M | Sell |
375,064
-1,957
| -0.5% | -$118K | 2.1% | 23 |
|
|
2023
Q1 | $23.4M | Sell |
377,021
-1,149
| -0.3% | -$71.3K | 2.47% | 17 |
|
|
2022
Q4 | $24.1M | Sell |
378,170
-6,688
| -2% | -$425K | 2.88% | 14 |
|
|
2022
Q3 | $21.6M | Sell |
384,858
-1,651
| -0.4% | -$92.5K | 2.72% | 15 |
|
|
2022
Q2 | $24.3M | Sell |
386,509
-3,972
| -1% | -$250K | 2.85% | 14 |
|
|
2022
Q1 | $24.2M | Sell |
390,481
-1,257
| -0.3% | -$77.9K | 2.2% | 20 |
|
|
2021
Q4 | $23.2M | Buy |
391,738
+8,501
| +2% | +$503K | 1.91% | 24 |
|
|
2021
Q3 | $20.1M | Buy |
383,237
+16,564
| +5% | +$869K | 1.86% | 25 |
|
|
2021
Q2 | $19.8M | Buy |
366,673
+16,014
| +5% | +$867K | 1.87% | 27 |
|
|
2021
Q1 | $18.5M | Buy |
+350,659
| New | +$18.5M | 1.93% | 26 |
|