Live Oak Investment Partners’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 | $836K | Sell |
11,814
-375
| -3% | -$26.5K | 0.64% | 43 |
|
|
2025
Q1 | $873K | Buy |
+12,189
| New | +$873K | 0.69% | 40 |
|
|
2024
Q4 | – | Hold |
0
| – | -$837K | – | 48 |
|
|
2024
Q3 | – | Hold |
0
| – | -$755K | – | 40 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 44 |
|
|
2023
Q4 | – | Hold |
0
| – | -$615K | – | 47 |
|
|
2023
Q3 | – | Hold |
0
| – | -$657K | – | 50 |
|
|
2023
Q2 | – | Hold |
0
| – | -$680K | – | 48 |
|
|
2023
Q1 | – | Hold |
0
| – | -$657K | – | 41 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 41 |
|