Patron Partners’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 | $345K | Buy |
4,880
+1,982
| +68% | +$140K | 0.17% | 134 |
|
2025
Q1 | $208K | Buy |
+2,898
| New | +$208K | 0.11% | 168 |
|
2024
Q4 | – | Sell |
-3,089
| Closed | -$222K | – | 178 |
|
2024
Q3 | $222K | Sell |
3,089
-590
| -16% | -$42.4K | 0.12% | 155 |
|
2024
Q2 | $234K | Buy |
+3,679
| New | +$234K | 0.14% | 149 |
|
2021
Q2 | – | Sell |
-4,855
| Closed | -$255K | – | 184 |
|
2021
Q1 | $255K | Buy |
4,855
+901
| +23% | +$47.3K | 0.22% | 124 |
|
2020
Q4 | $217K | Buy |
+3,954
| New | +$217K | 0.21% | 119 |
|