Koss-Olinger Consulting’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 | $628K | Sell |
8,875
-353
| -4% | -$25K | 0.05% | 172 |
|
|
2025
Q1 | $661K | Buy |
+9,228
| New | +$661K | 0.06% | 149 |
|
|
2024
Q4 | – | Sell |
-8,242
| Closed | -$592K | – | 245 |
|
|
2024
Q3 | $592K | Buy |
8,242
+2,669
| +48% | +$192K | 0.05% | 135 |
|
|
2024
Q2 | $355K | Buy |
+5,573
| New | +$355K | 0.03% | 188 |
|
|
2024
Q1 | – | Sell |
-8,723
| Closed | -$514K | – | 190 |
|
|
2023
Q4 | $514K | Sell |
8,723
-1,661
| -16% | -$97.9K | 0.05% | 149 |
|
|
2023
Q3 | $581K | Buy |
10,384
+95
| +0.9% | +$5.32K | 0.09% | 120 |
|
|
2023
Q2 | $620K | Sell |
10,289
-107
| -1% | -$6.45K | 0.07% | 121 |
|
|
2023
Q1 | $645K | Buy |
10,396
+566
| +6% | +$35.1K | 0.08% | 115 |
|
|
2022
Q4 | $625K | Sell |
9,830
-8,469
| -46% | -$538K | 0.09% | 107 |
|
|
2022
Q3 | $1.03M | Buy |
18,299
+323
| +2% | +$18.1K | 0.17% | 47 |
|
|
2022
Q2 | $1.13M | Sell |
17,976
-3,513
| -16% | -$221K | 0.21% | 43 |
|
|
2022
Q1 | $1.33M | Sell |
21,489
-3,525
| -14% | -$218K | 0.21% | 41 |
|
|
2021
Q4 | $1.48M | Buy |
25,014
+1,409
| +6% | +$83.4K | 0.23% | 35 |
|
|
2021
Q3 | $1.24M | Sell |
23,605
-5,672
| -19% | -$298K | 0.2% | 44 |
|
|
2021
Q2 | $1.58M | Buy |
29,277
+2,381
| +9% | +$129K | 0.24% | 46 |
|
|
2021
Q1 | $1.42M | Buy |
+26,896
| New | +$1.42M | 0.24% | 45 |
|