Peak Asset 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 | $985K | Buy |
13,917
+604
| +5% | +$42.7K | 0.18% | 72 |
|
|
2025
Q1 | $953K | Hold |
13,313
| – | – | 0.18% | 73 |
|
|
2024
Q4 | $829K | Sell |
13,313
-1,594
| -11% | -$99.2K | 0.15% | 76 |
|
|
2024
Q3 | $1.07M | Hold |
14,907
| – | – | 0.2% | 73 |
|
|
2024
Q2 | $949K | Hold |
14,907
| – | – | 0.19% | 74 |
|
|
2024
Q1 | $912K | Hold |
14,907
| – | – | 0.18% | 77 |
|
|
2023
Q4 | $878K | Hold |
14,907
| – | – | 0.19% | 76 |
|
|
2023
Q3 | $834K | Sell |
14,907
-162
| -1% | -$9.07K | 0.2% | 77 |
|
|
2023
Q2 | $907K | Buy |
15,069
+162
| +1% | +$9.76K | 0.21% | 76 |
|
|
2023
Q1 | $925K | Buy |
14,907
+375
| +3% | +$23.3K | 0.23% | 73 |
|
|
2022
Q4 | $924K | Sell |
14,532
-200
| -1% | -$12.7K | 0.24% | 68 |
|
|
2022
Q3 | $825K | Hold |
14,732
| – | – | 0.23% | 70 |
|
|
2022
Q2 | $927K | Hold |
14,732
| – | – | 0.25% | 68 |
|
|
2022
Q1 | $913K | Sell |
14,732
-1,025
| -7% | -$63.5K | 0.21% | 73 |
|
|
2021
Q4 | $933K | Hold |
15,757
| – | – | 0.22% | 73 |
|
|
2021
Q3 | $827K | Hold |
15,757
| – | – | 0.2% | 75 |
|
|
2021
Q2 | $853K | Buy |
15,757
+225
| +1% | +$12.2K | 0.21% | 75 |
|
|
2021
Q1 | $819K | Hold |
15,532
| – | – | 0.2% | 79 |
|
|
2020
Q4 | $852K | Hold |
15,532
| – | – | 0.22% | 70 |
|
|
2020
Q3 | $767K | Hold |
15,532
| – | – | 0.23% | 64 |
|
|
2020
Q2 | $694K | Buy |
+15,532
| New | +$694K | 0.22% | 64 |
|