Oakwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $5.81M | Sell |
107,408
-1,990
| -2% | -$108K | 1.5% | 30 |
|
|
2021
Q1 | $5.77M | Buy |
109,398
+3,230
| +3% | +$170K | 1.7% | 28 |
|
|
2020
Q4 | $5.82M | Sell |
106,168
-707
| -0.7% | -$38.8K | 1.78% | 23 |
|
|
2020
Q3 | $5.28M | Buy |
106,875
+33,200
| +45% | +$1.64M | 1.95% | 23 |
|
|
2020
Q2 | $3.29M | Buy |
+73,675
| New | +$3.29M | 1.37% | 35 |
|
|
2013
Q3 | – | Sell |
-75,137
| Closed | -$3.01M | – | 72 |
|
|
2013
Q2 | $3.01M | Buy |
+75,137
| New | +$3.01M | 1.19% | 42 |
|