Marotta Asset 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 | $482K | Sell |
6,813
-53
| -0.8% | -$3.75K | 0.1% | 64 |
|
|
2025
Q1 | $493K | Hold |
6,866
| – | – | 0.1% | 71 |
|
|
2024
Q4 | $425K | Hold |
6,866
| – | – | 0.09% | 78 |
|
|
2024
Q3 | $493K | Sell |
6,866
-170
| -2% | -$12.2K | 0.1% | 71 |
|
|
2024
Q2 | $445K | Buy |
7,036
+223
| +3% | +$14.1K | 0.09% | 72 |
|
|
2024
Q1 | $417K | Sell |
6,813
-620
| -8% | -$37.9K | 0.09% | 76 |
|
|
2023
Q4 | $438K | Sell |
7,433
-10
| -0.1% | -$589 | 0.09% | 70 |
|
|
2023
Q3 | $417K | Sell |
7,443
-186
| -2% | -$10.4K | 0.1% | 71 |
|
|
2023
Q2 | $459K | Buy |
+7,629
| New | +$459K | 0.1% | 69 |
|
|
2022
Q4 | $401K | Hold |
6,305
| – | – | 0.1% | 75 |
|
|
2022
Q3 | $353K | Hold |
6,305
| – | – | 0.09% | 74 |
|
|
2022
Q2 | $406K | Sell |
6,305
-22
| -0.3% | -$1.42K | 0.1% | 74 |
|
|
2022
Q1 | $392K | Buy |
6,327
+2,265
| +56% | +$140K | 0.09% | 78 |
|
|
2021
Q4 | $241K | Buy |
4,062
+14
| +0.3% | +$829 | 0.05% | 97 |
|
|
2021
Q3 | $212K | Buy |
4,048
+304
| +8% | +$16K | 0.05% | 97 |
|
|
2021
Q2 | $202K | Buy |
+3,744
| New | +$202K | 0.05% | 96 |
|
|
2020
Q1 | – | Sell |
-3,561
| Closed | -$209K | – | 86 |
|
|
2019
Q4 | $209K | Buy |
+3,561
| New | +$209K | 0.06% | 84 |
|