Latitude Advisors’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 | $403K | Buy |
5,697
+130
| +2% | +$9.2K | 0.2% | 111 |
|
|
2025
Q1 | $399K | Sell |
5,567
-311
| -5% | -$22.3K | 0.23% | 102 |
|
|
2024
Q4 | $366K | Sell |
5,878
-531
| -8% | -$33.1K | 0.21% | 107 |
|
|
2024
Q3 | $461K | Buy |
6,409
+12
| +0.2% | +$862 | 0.26% | 98 |
|
|
2024
Q2 | $407K | Buy |
6,397
+212
| +3% | +$13.5K | 0.25% | 92 |
|
|
2024
Q1 | $378K | Buy |
6,185
+56
| +0.9% | +$3.43K | 0.24% | 99 |
|
|
2023
Q4 | $361K | Sell |
6,129
-265
| -4% | -$15.6K | 0.25% | 107 |
|
|
2023
Q3 | $358K | Sell |
6,394
-546
| -8% | -$30.6K | 0.26% | 97 |
|
|
2023
Q2 | $418K | Buy |
6,940
+2,798
| +68% | +$168K | 0.29% | 83 |
|
|
2023
Q1 | $257K | Sell |
4,142
-449
| -10% | -$27.9K | 0.19% | 129 |
|
|
2022
Q4 | $292K | Sell |
4,591
-276
| -6% | -$17.6K | 0.22% | 112 |
|
|
2022
Q3 | $273K | Buy |
4,867
+520
| +12% | +$29.2K | 0.23% | 105 |
|
|
2022
Q2 | $273K | Sell |
4,347
-7,778
| -64% | -$488K | 0.25% | 103 |
|
|
2022
Q1 | $752K | Buy |
12,125
+1,913
| +19% | +$119K | 0.17% | 127 |
|
|
2021
Q4 | $605K | Buy |
10,212
+1,200
| +13% | +$71.1K | 0.17% | 128 |
|
|
2021
Q3 | $473K | Buy |
9,012
+5,131
| +132% | +$269K | 0.15% | 142 |
|
|
2021
Q2 | $210K | Buy |
+3,881
| New | +$210K | 0.16% | 158 |
|