McLean 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 | $289K | Buy |
4,072
+274
| +7% | +$19.4K | 0.08% | 130 |
|
|
2025
Q1 | $260K | Sell |
3,798
-787
| -17% | -$53.8K | 0.09% | 123 |
|
|
2024
Q4 | $285K | Buy |
4,585
+1,020
| +29% | +$63.5K | 0.09% | 121 |
|
|
2024
Q3 | $250K | Buy |
3,565
+29
| +0.8% | +$2.04K | 0.08% | 136 |
|
|
2024
Q2 | $222K | Sell |
3,536
-73
| -2% | -$4.59K | 0.07% | 145 |
|
|
2024
Q1 | $216K | Sell |
3,609
-32
| -0.9% | -$1.91K | 0.07% | 149 |
|
|
2023
Q4 | $217K | Sell |
3,641
-266
| -7% | -$15.9K | 0.08% | 134 |
|
|
2023
Q3 | $211K | Buy |
3,907
+392
| +11% | +$21.2K | 0.09% | 124 |
|
|
2023
Q2 | $212K | Hold |
3,515
| – | – | 0.08% | 124 |
|
|
2023
Q1 | $218K | Sell |
3,515
-518
| -13% | -$32.1K | 0.09% | 116 |
|
|
2022
Q4 | $257K | Buy |
4,033
+301
| +8% | +$19.1K | 0.09% | 107 |
|
|
2022
Q3 | $203K | Buy |
3,732
+73
| +2% | +$3.97K | 0.08% | 124 |
|
|
2022
Q2 | $232K | Buy |
3,659
+100
| +3% | +$6.34K | 0.09% | 107 |
|
|
2022
Q1 | $221K | Buy |
3,559
+236
| +7% | +$14.7K | 0.16% | 118 |
|
|
2021
Q4 | $201K | Buy |
+3,323
| New | +$201K | 0.08% | 132 |
|