Orca Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-12,295
| Closed | -$499K | – | 83 |
|
|
2015
Q1 | $499K | Hold |
12,295
| – | – | 0.44% | 51 |
|
|
2014
Q4 | $519K | Sell |
12,295
-976
| -7% | -$41.2K | 0.46% | 51 |
|
|
2014
Q3 | $566K | Sell |
13,271
-395
| -3% | -$16.8K | 0.49% | 49 |
|
|
2014
Q2 | $579K | Sell |
13,666
-1,471
| -10% | -$62.3K | 0.46% | 49 |
|
|
2014
Q1 | $585K | Sell |
15,137
-250
| -2% | -$9.66K | 0.49% | 49 |
|
|
2013
Q4 | $636K | Buy |
+15,387
| New | +$636K | 0.52% | 51 |
|