Investment Partners Asset 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 | $868K | Buy |
12,266
+1,392
| +13% | +$98.5K | 0.6% | 49 |
|
|
2025
Q1 | $779K | Buy |
10,874
+3,126
| +40% | +$224K | 0.61% | 48 |
|
|
2024
Q4 | $482K | Buy |
7,748
+792
| +11% | +$49.3K | 0.38% | 78 |
|
|
2024
Q3 | $500K | Buy |
6,956
+150
| +2% | +$10.8K | 0.41% | 76 |
|
|
2024
Q2 | $433K | Buy |
6,806
+250
| +4% | +$15.9K | 0.39% | 81 |
|
|
2024
Q1 | $401K | Buy |
6,556
+1,553
| +31% | +$95K | 0.36% | 86 |
|
|
2023
Q4 | $295K | Buy |
+5,003
| New | +$295K | 0.29% | 101 |
|