Kuhn & Co Investment Counsel’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 | $342K | Buy |
4,829
+1
| +0% | +$71 | 0.26% | 106 |
|
2025
Q1 | $346K | Hold |
4,828
| – | – | 0.29% | 99 |
|
2024
Q4 | $301K | Buy |
4,828
+3
| +0.1% | +$187 | 0.26% | 108 |
|
2024
Q3 | $347K | Buy |
4,825
+1
| +0% | +$72 | 0.3% | 98 |
|
2024
Q2 | $307K | Buy |
4,824
+1
| +0% | +$64 | 0.28% | 106 |
|
2024
Q1 | $295K | Hold |
4,823
| – | – | 0.28% | 103 |
|
2023
Q4 | $284K | Buy |
+4,823
| New | +$284K | 0.29% | 100 |
|