JTC Employer Solutions Trustee’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 | $236K | Hold |
3,332
| – | – | 0.02% | 125 |
|
|
2025
Q1 | $238K | Hold |
3,332
| – | – | 0.02% | 124 |
|
|
2024
Q4 | $207K | Hold |
3,332
| – | – | 0.01% | 131 |
|
|
2024
Q3 | $239K | Hold |
3,332
| – | – | 0.02% | 121 |
|
|
2024
Q2 | $212K | Hold |
3,332
| – | – | 0.01% | 127 |
|
|
2024
Q1 | $203K | Hold |
3,332
| – | – | 0.01% | 135 |
|
|
2023
Q4 | $196K | Hold |
3,332
| – | – | 0.02% | 132 |
|
|
2023
Q3 | $187K | Hold |
3,332
| – | – | 0.02% | 134 |
|
|
2023
Q2 | $200K | Hold |
3,332
| – | – | 0.02% | 133 |
|
|
2023
Q1 | $207K | Hold |
3,332
| – | – | 0.02% | 129 |
|
|
2022
Q4 | $212K | Hold |
3,332
| – | – | 0.02% | 124 |
|
|
2022
Q3 | $187K | Buy |
3,332
+1,332
| +67% | +$74.8K | 0.03% | 116 |
|
|
2022
Q2 | $126K | Sell |
2,000
-1,979
| -50% | -$125K | 0.02% | 133 |
|
|
2022
Q1 | $247K | Hold |
3,979
| – | – | 0.03% | 95 |
|
|
2021
Q4 | $235K | Hold |
3,979
| – | – | 0.03% | 98 |
|
|
2021
Q3 | $209K | Hold |
3,979
| – | – | 0.03% | 102 |
|
|
2021
Q2 | $215K | Buy |
+3,979
| New | +$215K | 0.03% | 89 |
|