MJP Associates’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 | $970K | Buy |
13,713
+1,249
| +10% | +$88.4K | 0.14% | 66 |
|
|
2025
Q1 | $893K | Buy |
12,464
+530
| +4% | +$38K | 0.16% | 67 |
|
|
2024
Q4 | $743K | Buy |
11,934
+36
| +0.3% | +$2.24K | 0.13% | 71 |
|
|
2024
Q3 | $855K | Buy |
11,898
+639
| +6% | +$45.9K | 0.16% | 74 |
|
|
2024
Q2 | $717K | Buy |
11,259
+565
| +5% | +$36K | 0.15% | 76 |
|
|
2024
Q1 | $654K | Buy |
10,694
+2,750
| +35% | +$168K | 0.14% | 77 |
|
|
2023
Q4 | $468K | Sell |
7,944
-1,534
| -16% | -$90.4K | 0.12% | 83 |
|
|
2023
Q3 | $531K | Sell |
9,478
-149
| -2% | -$8.34K | 0.15% | 66 |
|
|
2023
Q2 | $580K | Sell |
9,627
-163
| -2% | -$9.82K | 0.19% | 58 |
|
|
2023
Q1 | $607K | Buy |
9,790
+2
| +0% | +$124 | 0.19% | 53 |
|
|
2022
Q4 | $623K | Sell |
9,788
-762
| -7% | -$48.5K | 0.18% | 57 |
|
|
2022
Q3 | $591K | Sell |
10,550
-448
| -4% | -$25.1K | 0.18% | 56 |
|
|
2022
Q2 | $692K | Buy |
10,998
+748
| +7% | +$47.1K | 0.19% | 56 |
|
|
2022
Q1 | $635K | Buy |
10,250
+510
| +5% | +$31.6K | 0.16% | 65 |
|
|
2021
Q4 | $578K | Buy |
9,740
+190
| +2% | +$11.3K | 0.17% | 70 |
|
|
2021
Q3 | $501K | Buy |
9,550
+38
| +0.4% | +$1.99K | 0.17% | 73 |
|
|
2021
Q2 | $515K | Sell |
9,512
-449
| -5% | -$24.3K | 0.17% | 70 |
|
|
2021
Q1 | $525K | Sell |
9,961
-589
| -6% | -$31K | 0.21% | 60 |
|
|
2020
Q4 | $579K | Buy |
+10,550
| New | +$579K | 0.24% | 52 |
|