MMBG Investment 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 | $352K | Hold |
4,934
| – | – | 0.04% | 151 |
|
|
2025
Q1 | $356K | Hold |
4,934
| – | – | 0.04% | 142 |
|
|
2024
Q4 | $307K | Hold |
4,934
| – | – | 0.03% | 148 |
|
|
2024
Q3 | $355K | Hold |
4,934
| – | – | 0.04% | 139 |
|
|
2024
Q2 | $314K | Sell |
4,934
-8,850
| -64% | -$563K | 0.03% | 139 |
|
|
2024
Q1 | $843K | Sell |
13,784
-456
| -3% | -$27.9K | 0.09% | 94 |
|
|
2023
Q4 | $839K | Sell |
14,240
-10
| -0.1% | -$589 | 0.1% | 90 |
|
|
2023
Q3 | $798K | Hold |
14,250
| – | – | 0.1% | 92 |
|
|
2023
Q2 | $862K | Hold |
14,250
| – | – | 0.1% | 89 |
|
|
2023
Q1 | $884K | Hold |
14,250
| – | – | 0.11% | 88 |
|
|
2022
Q4 | $906K | Hold |
14,250
| – | – | 0.12% | 90 |
|
|
2022
Q3 | $798K | Sell |
14,250
-5,030
| -26% | -$282K | 0.11% | 91 |
|
|
2022
Q2 | $1.21M | Buy |
19,280
+8,850
| +85% | +$557K | 0.15% | 82 |
|
|
2022
Q1 | $647K | Sell |
10,430
-12,205
| -54% | -$757K | 0.07% | 108 |
|
|
2021
Q4 | $1.34M | Buy |
+22,635
| New | +$1.34M | 0.13% | 83 |
|