Orion 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
Q2 | $91.4K | Hold |
1,292
| – | – | 0.03% | 187 |
|
|
2025
Q1 | $92.5K | Sell |
1,292
-300
| -19% | -$21.5K | 0.04% | 185 |
|
|
2024
Q4 | $99.1K | Buy |
+1,592
| New | +$99.1K | 0.04% | 169 |
|
|
2024
Q3 | – | Sell |
-1,592
| Closed | -$101K | – | 283 |
|
|
2024
Q2 | $101K | Hold |
1,592
| – | – | 0.05% | 149 |
|
|
2024
Q1 | $97.4K | Hold |
1,592
| – | – | 0.05% | 169 |
|
|
2023
Q4 | $93.8K | Hold |
1,592
| – | – | 0.05% | 173 |
|
|
2023
Q3 | $89.1K | Buy |
+1,592
| New | +$89.1K | 0.06% | 168 |
|
|
2023
Q2 | – | Sell |
-1,500
| Closed | -$93K | – | 290 |
|
|
2023
Q1 | $93K | Sell |
1,500
-312
| -17% | -$19.4K | 0.06% | 164 |
|
|
2022
Q4 | $115K | Hold |
1,812
| – | – | 0.08% | 142 |
|
|
2022
Q3 | $102K | Buy |
1,812
+812
| +81% | +$45.7K | 0.08% | 142 |
|
|
2022
Q2 | $63K | Buy |
+1,000
| New | +$63K | 0.05% | 179 |
|