MTM Investment 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 | $3.55M | Sell |
50,141
-471
| -0.9% | -$33.3K | 1.19% | 18 |
|
|
2025
Q1 | $3.64M | Buy |
50,612
+144
| +0.3% | +$10.3K | 1.41% | 16 |
|
|
2024
Q4 | $3.14M | Sell |
50,468
-4,664
| -8% | -$290K | 1.21% | 19 |
|
|
2024
Q3 | $3.87M | Sell |
55,132
-1,538
| -3% | -$108K | 1.51% | 14 |
|
|
2024
Q2 | $3.61M | Sell |
56,670
-3,987
| -7% | -$254K | 1.48% | 13 |
|
|
2024
Q1 | $3.71M | Buy |
60,657
+63
| +0.1% | +$3.85K | 1.53% | 13 |
|
|
2023
Q4 | $3.57M | Buy |
60,594
+2
| +0% | +$118 | 1.63% | 13 |
|
|
2023
Q3 | $3.39M | Sell |
60,592
-375
| -0.6% | -$21K | 1.71% | 11 |
|
|
2023
Q2 | $3.67M | Buy |
60,967
+1
| +0% | +$60 | 1.79% | 11 |
|
|
2023
Q1 | $3.78M | Buy |
60,966
+100
| +0.2% | +$6.2K | 1.94% | 10 |
|
|
2022
Q4 | $3.87M | Sell |
60,866
-11,174
| -16% | -$711K | 2.01% | 10 |
|
|
2022
Q3 | $4.04M | Hold |
72,040
| – | – | 2.29% | 5 |
|
|
2022
Q2 | $4.64M | Sell |
72,040
-75
| -0.1% | -$4.83K | 2.51% | 4 |
|
|
2022
Q1 | $4.47M | Sell |
72,115
-90
| -0.1% | -$5.58K | 2.16% | 4 |
|
|
2021
Q4 | $4.28M | Sell |
72,205
-148
| -0.2% | -$8.76K | 2.03% | 6 |
|
|
2021
Q3 | $3.8M | Buy |
72,353
+26
| +0% | +$1.36K | 2.06% | 6 |
|
|
2021
Q2 | $3.91M | Buy |
72,327
+1
| +0% | +$54 | 2.05% | 6 |
|
|
2021
Q1 | $3.81M | Buy |
72,326
+844
| +1% | +$44.5K | 2.15% | 6 |
|
|
2020
Q4 | $3.92M | Buy |
+71,482
| New | +$3.92M | 2.42% | 6 |
|