PDL
Portfolio Design Labs’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
18,790
-16,527
| -47% | -$1.17M | 0.26% | 71 |
|
|
2025
Q1 | $2.53M | Sell |
35,317
-15,066
| -30% | -$1.08M | 0.52% | 66 |
|
|
2024
Q4 | $3.14M | Buy |
50,383
+17,067
| +51% | +$1.06M | 0.64% | 42 |
|
|
2024
Q3 | $2.39M | Sell |
33,316
-9,878
| -23% | -$710K | 0.67% | 40 |
|
|
2024
Q2 | $2.75M | Buy |
43,194
+3,640
| +9% | +$232K | 0.85% | 42 |
|
|
2024
Q1 | $2.42M | Sell |
39,554
-13,649
| -26% | -$835K | 0.81% | 52 |
|
|
2023
Q4 | $3.14M | Buy |
+53,203
| New | +$3.14M | 1.19% | 27 |
|