Mendel Capital 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 | $268K | Buy |
3,790
+369
| +11% | +$26.1K | 0.15% | 80 |
|
|
2025
Q1 | $245K | Hold |
3,421
| – | – | 0.15% | 83 |
|
|
2024
Q4 | $213K | Buy |
3,421
+16
| +0.5% | +$996 | 0.13% | 86 |
|
|
2024
Q3 | $245K | Buy |
3,405
+81
| +2% | +$5.82K | 0.15% | 87 |
|
|
2024
Q2 | $212K | Sell |
3,324
-173
| -5% | -$11K | 0.14% | 92 |
|
|
2024
Q1 | $214K | Buy |
+3,497
| New | +$214K | 0.14% | 91 |
|