Interchange Capital 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 | $537K | Buy |
7,594
+157
| +2% | +$11.1K | 0.12% | 146 |
|
2025
Q1 | $533K | Sell |
7,437
-336
| -4% | -$24.1K | 0.15% | 132 |
|
2024
Q4 | $484K | Sell |
7,773
-686
| -8% | -$42.7K | 0.17% | 133 |
|
2024
Q3 | $608K | Sell |
8,459
-436
| -5% | -$31.3K | 0.21% | 113 |
|
2024
Q2 | $566K | Buy |
8,895
+3,310
| +59% | +$211K | 0.21% | 122 |
|
2024
Q1 | $341K | Sell |
5,585
-36
| -0.6% | -$2.2K | 0.23% | 105 |
|
2023
Q4 | $331K | Sell |
5,621
-811
| -13% | -$47.7K | 0.25% | 100 |
|
2023
Q3 | $360K | Sell |
6,432
-3,278
| -34% | -$183K | 0.29% | 84 |
|
2023
Q2 | $587K | Buy |
9,710
+219
| +2% | +$13.2K | 0.45% | 60 |
|
2023
Q1 | $592K | Buy |
9,491
+5,319
| +127% | +$332K | 0.32% | 80 |
|
2022
Q4 | $265K | Sell |
4,172
-2,394
| -36% | -$152K | 0.27% | 90 |
|
2022
Q3 | $367K | Sell |
6,566
-86
| -1% | -$4.81K | 0.4% | 69 |
|
2022
Q2 | $418K | Sell |
6,652
-400
| -6% | -$25.1K | 0.47% | 62 |
|
2022
Q1 | $437K | Sell |
7,052
-1,220
| -15% | -$75.6K | 0.45% | 76 |
|
2021
Q4 | $489K | Buy |
+8,272
| New | +$489K | 0.49% | 69 |
|
2021
Q2 | – | Sell |
-12,440
| Closed | -$714K | – | 163 |
|
2021
Q1 | $714K | Sell |
12,440
-1,586
| -11% | -$91K | 0.39% | 86 |
|
2020
Q4 | $769K | Buy |
+14,026
| New | +$769K | 0.42% | 59 |
|