Partners Capital Investment Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,517
| Closed | -$561K | – | 199 |
|
|
2023
Q4 | $561K | Sell |
9,517
-65
| -0.7% | -$3.83K | 0.01% | 171 |
|
|
2023
Q3 | $536K | Buy |
9,582
+5,414
| +130% | +$303K | 0.01% | 176 |
|
|
2023
Q2 | $251K | Buy |
+4,168
| New | +$251K | 0.01% | 196 |
|
|
2016
Q1 | – | Sell |
-19,624
| Closed | -$843K | – | 72 |
|
|
2015
Q4 | $843K | Buy |
+19,624
| New | +$843K | 0.28% | 30 |
|