Oak Ridge Investments’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,213
| Closed | -$204K | – | 152 |
|
|
2022
Q4 | $204K | Buy |
+3,213
| New | +$204K | 0.03% | 147 |
|
|
2020
Q3 | – | Sell |
-225,351
| Closed | -$10.1M | – | 185 |
|
|
2020
Q2 | $10.1M | Sell |
225,351
-1,604
| -0.7% | -$71.7K | 0.85% | 39 |
|
|
2020
Q1 | $10M | Sell |
226,955
-21,720
| -9% | -$961K | 1.03% | 30 |
|
|
2019
Q4 | $13.8M | Sell |
248,675
-14,077
| -5% | -$779K | 1.01% | 35 |
|
|
2019
Q3 | $14.3M | Sell |
262,752
-9,921
| -4% | -$540K | 1.08% | 33 |
|
|
2019
Q2 | $13.9M | Sell |
272,673
-18,748
| -6% | -$955K | 0.96% | 36 |
|
|
2019
Q1 | $13.7M | Buy |
291,421
+74,809
| +35% | +$3.51M | 0.87% | 42 |
|
|
2018
Q4 | $10.3M | Sell |
216,612
-4,020
| -2% | -$190K | 0.74% | 51 |
|
|
2018
Q3 | $10.2M | Sell |
220,632
-10,502
| -5% | -$485K | 0.56% | 75 |
|
|
2018
Q2 | $10.1M | Sell |
231,134
-1,760
| -0.8% | -$77.2K | 0.57% | 73 |
|
|
2018
Q1 | $10.1M | Buy |
+232,894
| New | +$10.1M | 0.56% | 73 |
|