MAM
McCarthy Asset Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-790
| Closed | -$49K | – | 170 |
|
|
2022
Q1 | $49K | Hold |
790
| – | – | 0.03% | 79 |
|
|
2021
Q4 | $47K | Hold |
790
| – | – | 0.03% | 83 |
|
|
2021
Q3 | $41K | Hold |
790
| – | – | 0.03% | 93 |
|
|
2021
Q2 | $43K | Hold |
790
| – | – | 0.03% | 102 |
|
|
2021
Q1 | $42K | Hold |
790
| – | – | 0.03% | 101 |
|
|
2020
Q4 | $43K | Buy |
+790
| New | +$43K | 0.04% | 95 |
|