Piedmont 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 | $1.25M | Buy |
17,663
+553
| +3% | +$39.1K | 0.72% | 20 |
|
|
2025
Q1 | $1.17M | Buy |
17,110
+2
| +0% | +$137 | 0.84% | 19 |
|
|
2024
Q4 | $1.06M | Sell |
17,108
-73
| -0.4% | -$4.52K | 0.64% | 22 |
|
|
2024
Q3 | $1.2M | Sell |
17,181
-1,536
| -8% | -$107K | 0.72% | 22 |
|
|
2024
Q2 | $1.13M | Hold |
18,717
| – | – | 0.77% | 20 |
|
|
2024
Q1 | $1.13M | Buy |
18,717
+1,243
| +7% | +$75K | 0.77% | 20 |
|
|
2023
Q4 | $1.03M | Buy |
17,474
+1,042
| +6% | +$61.4K | 0.75% | 19 |
|
|
2023
Q3 | $920K | Buy |
16,432
+3,295
| +25% | +$184K | 0.73% | 20 |
|
|
2023
Q2 | $791K | Sell |
13,137
-1,863
| -12% | -$112K | 0.6% | 25 |
|
|
2023
Q1 | $933K | Sell |
15,000
-1,067
| -7% | -$66.4K | 0.75% | 20 |
|
|
2022
Q4 | $1.02M | Buy |
16,067
+536
| +3% | +$34.1K | 0.86% | 16 |
|
|
2022
Q3 | $876K | Sell |
15,531
-1,644
| -10% | -$92.7K | 0.79% | 15 |
|
|
2022
Q2 | $1.08M | Sell |
17,175
-6,482
| -27% | -$408K | 1.11% | 15 |
|
|
2022
Q1 | $1.47M | Buy |
23,657
+1,248
| +6% | +$77.8K | 1.11% | 14 |
|
|
2021
Q4 | $1.33M | Buy |
22,409
+1,182
| +6% | +$70K | 1.04% | 14 |
|
|
2021
Q3 | $1.11M | Buy |
21,227
+1,728
| +9% | +$90.7K | 0.89% | 16 |
|
|
2021
Q2 | $1.06M | Buy |
19,499
+2,423
| +14% | +$131K | 0.88% | 14 |
|
|
2021
Q1 | $908K | Buy |
17,076
+3,128
| +22% | +$166K | 0.85% | 18 |
|
|
2020
Q4 | $765K | Buy |
+13,948
| New | +$765K | 0.78% | 17 |
|