Kathmere 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 | $794K | Buy |
11,218
+1,802
| +19% | +$127K | 0.06% | 191 |
|
|
2025
Q1 | $674K | Buy |
9,416
+1,921
| +26% | +$138K | 0.06% | 194 |
|
|
2024
Q4 | $467K | Buy |
7,495
+1,141
| +18% | +$71K | 0.04% | 240 |
|
|
2024
Q3 | $457K | Buy |
6,354
+749
| +13% | +$53.8K | 0.04% | 216 |
|
|
2024
Q2 | $357K | Buy |
5,605
+683
| +14% | +$43.5K | 0.04% | 231 |
|
|
2024
Q1 | $301K | Buy |
4,922
+648
| +15% | +$39.6K | 0.03% | 232 |
|
|
2023
Q4 | $252K | Buy |
4,274
+633
| +17% | +$37.3K | 0.03% | 235 |
|
|
2023
Q3 | $204K | Sell |
3,641
-1,249
| -26% | -$69.9K | 0.03% | 246 |
|
|
2023
Q2 | $295K | Buy |
4,890
+1,045
| +27% | +$62.9K | 0.05% | 168 |
|
|
2023
Q1 | $239K | Buy |
3,845
+538
| +16% | +$33.4K | 0.04% | 178 |
|
|
2022
Q4 | $210K | Buy |
+3,307
| New | +$210K | 0.04% | 179 |
|
|
2022
Q3 | – | Sell |
-4,006
| Closed | -$252K | – | 183 |
|
|
2022
Q2 | $252K | Buy |
4,006
+176
| +5% | +$11.1K | 0.05% | 144 |
|
|
2022
Q1 | $237K | Buy |
+3,830
| New | +$237K | 0.04% | 153 |
|
|
2021
Q1 | – | Sell |
-2,791
| Closed | -$153K | – | 288 |
|
|
2020
Q4 | $153K | Sell |
2,791
-30
| -1% | -$1.65K | 0.03% | 146 |
|
|
2020
Q3 | $139K | Buy |
+2,821
| New | +$139K | 0.03% | 140 |
|