Patriot Investment Management Group’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 | $797K | Sell |
11,265
-667
| -6% | -$47.2K | 0.06% | 126 |
|
|
2025
Q1 | $855K | Sell |
11,932
-706
| -6% | -$50.6K | 0.06% | 114 |
|
|
2024
Q4 | $787K | Buy |
12,638
+72
| +0.6% | +$4.48K | 0.06% | 124 |
|
|
2024
Q3 | $903K | Buy |
12,566
+4
| +0% | +$287 | 0.07% | 118 |
|
|
2024
Q2 | $800K | Buy |
12,562
+710
| +6% | +$45.2K | 0.06% | 121 |
|
|
2024
Q1 | $725K | Hold |
11,852
| – | – | 0.06% | 131 |
|
|
2023
Q4 | $698K | Buy |
11,852
+336
| +3% | +$19.8K | 0.06% | 131 |
|
|
2023
Q3 | $645K | Sell |
11,516
-858
| -7% | -$48K | 0.06% | 132 |
|
|
2023
Q2 | $745K | Buy |
12,374
+372
| +3% | +$22.4K | 0.06% | 132 |
|
|
2023
Q1 | $744K | Hold |
12,002
| – | – | 0.07% | 130 |
|
|
2022
Q4 | $726K | Buy |
12,002
+22
| +0.2% | +$1.33K | 0.06% | 133 |
|
|
2022
Q3 | $671K | Buy |
11,980
+16
| +0.1% | +$896 | 0.07% | 130 |
|
|
2022
Q2 | $752K | Buy |
11,964
+16
| +0.1% | +$1.01K | 0.07% | 130 |
|
|
2022
Q1 | $740K | Sell |
11,948
-981
| -8% | -$60.8K | 0.06% | 139 |
|
|
2021
Q4 | $765K | Sell |
12,929
-32
| -0.2% | -$1.89K | 0.06% | 135 |
|
|
2021
Q3 | $680K | Buy |
12,961
+917
| +8% | +$48.1K | 0.06% | 142 |
|
|
2021
Q2 | $651K | Buy |
12,044
+98
| +0.8% | +$5.3K | 0.06% | 147 |
|
|
2021
Q1 | $629K | Buy |
11,946
+1,728
| +17% | +$91K | 0.06% | 141 |
|
|
2020
Q4 | $560K | Sell |
10,218
-1,619
| -14% | -$88.7K | 0.08% | 110 |
|
|
2020
Q3 | $584K | Buy |
11,837
+23
| +0.2% | +$1.14K | 0.07% | 137 |
|
|
2020
Q2 | $528K | Buy |
11,814
+117
| +1% | +$5.23K | 0.07% | 142 |
|
|
2020
Q1 | $517K | Buy |
11,697
+1,700
| +17% | +$75.1K | 0.08% | 129 |
|
|
2019
Q4 | $553K | Buy |
9,997
+253
| +3% | +$14K | 0.07% | 139 |
|
|
2019
Q3 | $527K | Sell |
9,744
-2,149
| -18% | -$116K | 0.07% | 135 |
|
|
2019
Q2 | $605K | Buy |
11,893
+384
| +3% | +$19.5K | 0.08% | 127 |
|
|
2019
Q1 | $539K | Buy |
+11,509
| New | +$539K | 0.08% | 136 |
|