NCM
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Next Capital Management’s Coca-Cola KO Stock Holding History

Next Capital Management’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.54M Buy
21,715
+4,069
+23% +$288K 0.57% 37
2025
Q1 		$1.26M Sell
17,646
-10
-0.1% -$716 0.61% 38
2024
Q4 		$1.1M Buy
17,656
+20
+0.1% +$1.25K 0.44% 47
2024
Q3 		$1.27M Sell
17,636
-300
-2% -$21.6K 0.52% 45
2024
Q2 		$1.14M Sell
17,936
-161
-0.9% -$10.2K 0.48% 45
2024
Q1 		$1.11M Buy
18,097
+461
+3% +$28.2K 0.45% 47
2023
Q4 		$1.04M Buy
17,636
+186
+1% +$11K 0.44% 45
2023
Q3 		$977K Sell
17,450
-2,370
-12% -$133K 0.44% 45
2023
Q2 		$1.19M Hold
19,820
– – 0.55% 36
2023
Q1 		$1.23M Hold
19,820
– – 0.59% 37
2022
Q4 		$1.26M Sell
19,820
-141
-0.7% -$8.97K 0.68% 33
2022
Q3 		$1.12M Buy
19,961
+102
+0.5% +$5.71K 0.84% 31
2022
Q2 		$1.25M Buy
19,859
+39
+0.2% +$2.45K 0.91% 31
2022
Q1 		$1.23M Buy
19,820
+2,370
+14% +$147K 0.83% 28
2021
Q4 		$1.03M Hold
17,450
– – 0.7% 36
2021
Q3 		$916K Hold
17,450
– – 0.67% 39
2021
Q2 		$944K Hold
17,450
– – 0.6% 39
2021
Q1 		$920K Hold
17,450
– – 0.6% 38
2020
Q4 		$957K Buy
17,450
+1,250
+8% +$68.6K 0.67% 35
2020
Q3 		$800K Hold
16,200
– – 0.53% 39
2020
Q2 		$724K Sell
16,200
-15
-0.1% -$670 0.51% 41
2020
Q1 		$718K Hold
16,215
– – 0.58% 35
2019
Q4 		$898K Sell
16,215
-350
-2% -$19.4K 0.64% 37
2019
Q3 		$902K Sell
16,565
-838
-5% -$45.6K 0.6% 38
2019
Q2 		$886K Buy
17,403
+838
+5% +$42.7K 0.59% 36
2019
Q1 		$776K Hold
16,565
– – 0.66% 37
2018
Q4 		$784K Buy
+16,565
New +$784K 0.69% 34