McDonald 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 | $544K | Sell |
7,688
-1,225
| -14% | -$86.7K | 0.13% | 162 |
|
|
2025
Q1 | $639K | Sell |
8,913
-978
| -10% | -$70.1K | 0.17% | 146 |
|
|
2024
Q4 | $616K | Sell |
9,891
-212
| -2% | -$13.2K | 0.16% | 151 |
|
|
2024
Q3 | $726K | Sell |
10,103
-130
| -1% | -$9.34K | 0.18% | 140 |
|
|
2024
Q2 | $651K | Sell |
10,233
-334
| -3% | -$21.3K | 0.17% | 142 |
|
|
2024
Q1 | $646K | Sell |
10,567
-800
| -7% | -$48.9K | 0.18% | 141 |
|
|
2023
Q4 | $670K | Sell |
11,367
-73
| -0.6% | -$4.3K | 0.2% | 131 |
|
|
2023
Q3 | $640K | Sell |
11,440
-794
| -6% | -$44.4K | 0.21% | 127 |
|
|
2023
Q2 | $737K | Sell |
12,234
-96
| -0.8% | -$5.78K | 0.23% | 120 |
|
|
2023
Q1 | $765K | Sell |
12,330
-950
| -7% | -$58.9K | 0.25% | 113 |
|
|
2022
Q4 | $845K | Sell |
13,280
-494
| -4% | -$31.4K | 0.29% | 104 |
|
|
2022
Q3 | $772K | Sell |
13,774
-9,755
| -41% | -$547K | 0.29% | 103 |
|
|
2022
Q2 | $1.48M | Sell |
23,529
-1,085
| -4% | -$68.2K | 0.38% | 78 |
|
|
2022
Q1 | $1.53M | Buy |
24,614
+24,587
| +91,063% | +$1.52M | 0.33% | 88 |
|
|
2021
Q4 | $1.6K | Sell |
27
-25,570
| -100% | -$1.51M | ﹤0.01% | 384 |
|
|
2021
Q3 | $1.34M | Sell |
25,597
-1,434
| -5% | -$75.2K | 0.32% | 88 |
|
|
2021
Q2 | $1.46M | Sell |
27,031
-1,994
| -7% | -$108K | 0.35% | 83 |
|
|
2021
Q1 | $1.53M | Sell |
29,025
-7,409
| -20% | -$391K | 0.39% | 75 |
|
|
2020
Q4 | $2M | Buy |
+36,434
| New | +$2M | 0.56% | 50 |
|