Neo Ivy 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 | $1.89M | Buy |
26,758
+15,068
| +129% | +$1.07M | 0.6% | 54 |
|
|
2025
Q1 | $837K | Buy |
+11,690
| New | +$837K | 0.27% | 128 |
|
|
2023
Q4 | – | Sell |
-1,416
| Closed | -$79K | – | 378 |
|
|
2023
Q3 | $79K | Buy |
+1,416
| New | +$79K | 0.03% | 263 |
|
|
2022
Q4 | – | Sell |
-552
| Closed | -$31K | – | 451 |
|
|
2022
Q3 | $31K | Buy |
+552
| New | +$31K | 0.08% | 264 |
|
|
2022
Q2 | – | Sell |
-6,418
| Closed | -$398K | – | 515 |
|
|
2022
Q1 | $398K | Buy |
6,418
+793
| +14% | +$49.2K | 0.36% | 95 |
|
|
2021
Q4 | $333K | Buy |
5,625
+153
| +3% | +$9.06K | 0.48% | 64 |
|
|
2021
Q3 | $244K | Sell |
5,472
-3,420
| -38% | -$153K | 0.28% | 128 |
|
|
2021
Q2 | $481K | Sell |
8,892
-7,045
| -44% | -$381K | 0.49% | 62 |
|
|
2021
Q1 | $840K | Buy |
+15,937
| New | +$840K | 0.92% | 1 |
|
|
2020
Q3 | – | Sell |
-5,472
| Closed | -$244K | – | 545 |
|
|
2020
Q2 | $244K | Buy |
5,472
+2,505
| +84% | +$112K | 0.28% | 128 |
|
|
2020
Q1 | $131K | Buy |
+2,967
| New | +$131K | 0.21% | 188 |
|