J. Safra Sarasin Holding’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 | $9.84M | Buy |
139,125
+10,456
| +8% | +$740K | 0.17% | 108 |
|
|
2025
Q1 | $9.22M | Buy |
128,669
+28,283
| +28% | +$2.03M | 0.17% | 106 |
|
|
2024
Q4 | $6.25M | Sell |
100,386
-175,238
| -64% | -$10.9M | 0.11% | 124 |
|
|
2024
Q3 | $19.8M | Buy |
275,624
+41,780
| +18% | +$3M | 0.34% | 78 |
|
|
2024
Q2 | $14.9M | Buy |
+233,844
| New | +$14.9M | 0.27% | 86 |
|