Mill Creek Capital Advisors’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 | $374K | Hold |
5,288
| – | – | 0.01% | 189 |
|
|
2025
Q1 | $379K | Sell |
5,288
-1,048
| -17% | -$75.1K | 0.01% | 183 |
|
|
2024
Q4 | $394K | Sell |
6,336
-100
| -2% | -$6.23K | 0.01% | 186 |
|
|
2024
Q3 | $462K | Sell |
6,436
-4,041
| -39% | -$290K | 0.01% | 169 |
|
|
2024
Q2 | $667K | Buy |
10,477
+31
| +0.3% | +$1.97K | 0.02% | 146 |
|
|
2024
Q1 | $639K | Sell |
10,446
-621
| -6% | -$38K | 0.02% | 141 |
|
|
2023
Q4 | $652K | Buy |
11,067
+396
| +4% | +$23.3K | 0.02% | 136 |
|
|
2023
Q3 | $597K | Sell |
10,671
-2,290
| -18% | -$128K | 0.02% | 126 |
|
|
2023
Q2 | $781K | Buy |
12,961
+6,099
| +89% | +$367K | 0.03% | 116 |
|
|
2023
Q1 | $426K | Sell |
6,862
-97
| -1% | -$6.02K | 0.02% | 162 |
|
|
2022
Q4 | $443K | Buy |
+6,959
| New | +$443K | 0.02% | 149 |
|