O'Keefe Stevens Advisory’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 | $1.09M | Buy |
15,349
+2,492
| +19% | +$176K | 0.31% | 36 |
|
|
2025
Q1 | $921K | Buy |
12,857
+2,701
| +27% | +$193K | 0.3% | 37 |
|
|
2024
Q4 | $632K | Buy |
10,156
+3,168
| +45% | +$197K | 0.2% | 42 |
|
|
2024
Q3 | $502K | Buy |
6,988
+2,139
| +44% | +$154K | 0.15% | 45 |
|
|
2024
Q2 | $309K | Buy |
4,849
+1,044
| +27% | +$66.5K | 0.1% | 51 |
|
|
2024
Q1 | $233K | Buy |
+3,805
| New | +$233K | 0.08% | 55 |
|