Insight Capital Research & Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-47,320
| Closed | -$2.15M | – | 115 |
|
|
2016
Q2 | $2.15M | Sell |
47,320
-8,445
| -15% | -$383K | 0.75% | 78 |
|
|
2016
Q1 | $2.59M | Buy |
55,765
+487
| +0.9% | +$22.6K | 0.8% | 66 |
|
|
2015
Q4 | $2.38M | Sell |
55,278
-800
| -1% | -$34.4K | 0.69% | 65 |
|
|
2015
Q3 | $2.25M | Buy |
+56,078
| New | +$2.25M | 0.68% | 68 |
|
|
2013
Q4 | – | Sell |
-50,814
| Closed | -$2.01M | – | 158 |
|
|
2013
Q3 | $2.01M | Buy |
50,814
+3,227
| +7% | +$128K | 0.49% | 68 |
|
|
2013
Q2 | $1.91M | Buy |
+47,587
| New | +$1.91M | 0.5% | 74 |
|