Jacobsen Capital 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 | $581K | Buy |
8,208
+1,024
| +14% | +$72.4K | 0.21% | 42 |
|
|
2025
Q1 | $515K | Buy |
7,184
+1,110
| +18% | +$79.5K | 0.22% | 43 |
|
|
2024
Q4 | $378K | Buy |
6,074
+376
| +7% | +$23.4K | 0.16% | 52 |
|
|
2024
Q3 | $409K | Buy |
5,698
+303
| +6% | +$21.8K | 0.17% | 50 |
|
|
2024
Q2 | $343K | Buy |
5,395
+618
| +13% | +$39.3K | 0.15% | 54 |
|
|
2024
Q1 | $292K | Buy |
4,777
+420
| +10% | +$25.7K | 0.14% | 63 |
|
|
2023
Q4 | $257K | Buy |
+4,357
| New | +$257K | 0.13% | 65 |
|
|
2023
Q3 | – | Sell |
-6,308
| Closed | -$380K | – | 74 |
|
|
2023
Q2 | $380K | Buy |
6,308
+526
| +9% | +$31.7K | 0.2% | 50 |
|
|
2023
Q1 | $359K | Buy |
+5,782
| New | +$359K | 0.19% | 48 |
|