Oak Harvest Investment Services’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 | $502K | Sell |
7,094
-30
| -0.4% | -$2.12K | 0.06% | 124 |
|
|
2025
Q1 | $510K | Sell |
7,124
-385
| -5% | -$27.6K | 0.07% | 109 |
|
|
2024
Q4 | $468K | Sell |
7,509
-377
| -5% | -$23.5K | 0.07% | 122 |
|
|
2024
Q3 | $567K | Sell |
7,886
-390
| -5% | -$28K | 0.08% | 106 |
|
|
2024
Q2 | $527K | Sell |
8,276
-2,610
| -24% | -$166K | 0.08% | 97 |
|
|
2024
Q1 | $666K | Sell |
10,886
-138
| -1% | -$8.44K | 0.11% | 94 |
|
|
2023
Q4 | $650K | Sell |
11,024
-973
| -8% | -$57.3K | 0.13% | 89 |
|
|
2023
Q3 | $672K | Sell |
11,997
-1,309
| -10% | -$73.3K | 0.14% | 79 |
|
|
2023
Q2 | $801K | Sell |
13,306
-39,731
| -75% | -$2.39M | 0.18% | 66 |
|
|
2023
Q1 | $3.29M | Sell |
53,037
-7,216
| -12% | -$448K | 0.76% | 48 |
|
|
2022
Q4 | $3.83M | Sell |
60,253
-9,595
| -14% | -$610K | 1% | 40 |
|
|
2022
Q3 | $3.91M | Sell |
69,848
-1,944
| -3% | -$109K | 1.04% | 40 |
|
|
2022
Q2 | $4.52M | Buy |
71,792
+15,115
| +27% | +$951K | 1.22% | 36 |
|
|
2022
Q1 | $3.51M | Buy |
56,677
+9,694
| +21% | +$601K | 0.87% | 47 |
|
|
2021
Q4 | $2.78M | Buy |
46,983
+20,427
| +77% | +$1.21M | 0.69% | 50 |
|
|
2021
Q3 | $1.39M | Buy |
26,556
+1,774
| +7% | +$93.1K | 0.41% | 54 |
|
|
2021
Q2 | $1.34M | Sell |
24,782
-304
| -1% | -$16.5K | 0.44% | 55 |
|
|
2021
Q1 | $1.32M | Sell |
25,086
-119
| -0.5% | -$6.27K | 0.51% | 59 |
|
|
2020
Q4 | $1.38M | Buy |
+25,205
| New | +$1.38M | 0.59% | 49 |
|