HUB Investment Partners’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 | $3.76M | Buy |
53,192
+2,619
| +5% | +$185K | 0.13% | 136 |
|
|
2025
Q1 | $3.62M | Buy |
50,573
+427
| +0.9% | +$30.6K | 0.14% | 127 |
|
|
2024
Q4 | $3.12M | Buy |
50,146
+13,110
| +35% | +$816K | 0.13% | 128 |
|
|
2024
Q3 | $2.66M | Buy |
37,036
+503
| +1% | +$36.1K | 0.12% | 137 |
|
|
2024
Q2 | $2.33M | Buy |
36,533
+3,221
| +10% | +$205K | 0.09% | 139 |
|
|
2024
Q1 | $2.04M | Sell |
33,312
-59,621
| -64% | -$3.65M | 0.11% | 138 |
|
|
2023
Q4 | $5.48M | Buy |
92,933
+27,391
| +42% | +$1.61M | 0.37% | 67 |
|
|
2023
Q3 | $3.67M | Buy |
65,542
+7,233
| +12% | +$405K | 0.55% | 49 |
|
|
2023
Q2 | $3.51M | Buy |
58,309
+10,032
| +21% | +$604K | 0.58% | 41 |
|
|
2023
Q1 | $2.99M | Buy |
48,277
+2,919
| +6% | +$181K | 0.62% | 41 |
|
|
2022
Q4 | $2.89M | Buy |
45,358
+1,692
| +4% | +$108K | 0.63% | 27 |
|
|
2022
Q3 | $2.45M | Buy |
43,666
+3,252
| +8% | +$182K | 0.74% | 37 |
|
|
2022
Q2 | $2.54M | Buy |
40,414
+2,765
| +7% | +$174K | 0.79% | 32 |
|
|
2022
Q1 | $2.33M | Sell |
37,649
-3,654
| -9% | -$227K | 0.55% | 44 |
|
|
2021
Q4 | $2.45M | Buy |
41,303
+1,748
| +4% | +$104K | 0.57% | 48 |
|
|
2021
Q3 | $2.08M | Sell |
39,555
-814
| -2% | -$42.7K | 0.49% | 51 |
|
|
2021
Q2 | $2.18M | Buy |
40,369
+3,142
| +8% | +$170K | 0.58% | 47 |
|
|
2021
Q1 | $1.96M | Buy |
37,227
+7,672
| +26% | +$404K | 0.58% | 49 |
|
|
2020
Q4 | $1.46M | Buy |
+29,555
| New | +$1.46M | 0.66% | 44 |
|