Objective 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
Q1 | – | Sell |
-4,849
| Closed | -$302K | – | 115 |
|
|
2024
Q4 | $302K | Sell |
4,849
-703
| -13% | -$43.8K | 0.2% | 102 |
|
|
2024
Q3 | $399K | Buy |
+5,552
| New | +$399K | 0.23% | 93 |
|
|
2024
Q1 | $351K | Sell |
5,742
-263
| -4% | -$16.1K | 0.24% | 90 |
|
|
2023
Q4 | $354K | Sell |
6,005
-262
| -4% | -$15.4K | 0.27% | 80 |
|
|
2023
Q3 | $351K | Sell |
6,267
-253
| -4% | -$14.2K | 0.31% | 68 |
|
|
2023
Q2 | $393K | Buy |
6,520
+283
| +5% | +$17K | 0.34% | 64 |
|
|
2023
Q1 | $387K | Buy |
6,237
+517
| +9% | +$32.1K | 0.35% | 62 |
|
|
2022
Q4 | $364K | Buy |
5,720
+462
| +9% | +$29.4K | 0.36% | 64 |
|
|
2022
Q3 | $295K | Sell |
5,258
-36
| -0.7% | -$2.02K | 0.31% | 68 |
|
|
2022
Q2 | $333K | Buy |
5,294
+156
| +3% | +$9.81K | 0.34% | 69 |
|
|
2022
Q1 | $319K | Hold |
5,138
| – | – | 0.25% | 85 |
|
|
2021
Q4 | $304K | Buy |
+5,138
| New | +$304K | 0.22% | 86 |
|