Princeton 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 | $277K | Buy |
3,922
+75
| +2% | +$5.31K | 0.08% | 102 |
|
|
2025
Q1 | $276K | Hold |
3,847
| – | – | 0.1% | 87 |
|
|
2024
Q4 | $240K | Buy |
3,847
+100
| +3% | +$6.23K | 0.07% | 101 |
|
|
2024
Q3 | $269K | Hold |
3,747
| – | – | 0.08% | 85 |
|
|
2024
Q2 | $238K | Hold |
3,747
| – | – | 0.08% | 87 |
|
|
2024
Q1 | $229K | Buy |
+3,747
| New | +$229K | 0.08% | 89 |
|
|
2023
Q1 | – | Sell |
-3,198
| Closed | -$203K | – | 98 |
|
|
2022
Q4 | $203K | Buy |
+3,198
| New | +$203K | 0.09% | 88 |
|
|
2019
Q4 | – | Sell |
-1,749
| Closed | -$95K | – | 164 |
|
|
2019
Q3 | $95K | Hold |
1,749
| – | – | 0.05% | 115 |
|
|
2019
Q2 | $89K | Hold |
1,749
| – | – | 0.04% | 120 |
|
|
2019
Q1 | $82K | Buy |
1,749
+315
| +22% | +$14.8K | 0.04% | 123 |
|
|
2018
Q4 | $68K | Hold |
1,434
| – | – | 0.04% | 133 |
|
|
2018
Q3 | $66K | Sell |
1,434
-880
| -38% | -$40.5K | 0.03% | 156 |
|
|
2018
Q2 | $101K | Hold |
2,314
| – | – | 0.04% | 132 |
|
|
2018
Q1 | $100K | Buy |
+2,314
| New | +$100K | 0.04% | 127 |
|
|
2014
Q3 | – | Sell |
-34,496
| Closed | -$1.46M | – | 88 |
|
|
2014
Q2 | $1.46M | Buy |
34,496
+236
| +0.7% | +$10K | 1.23% | 55 |
|
|
2014
Q1 | $1.32M | Sell |
34,260
-2,500
| -7% | -$96.6K | 1.12% | 56 |
|
|
2013
Q4 | $1.52M | Buy |
36,760
+941
| +3% | +$38.9K | 1.26% | 50 |
|
|
2013
Q3 | $1.36M | Buy |
35,819
+2,101
| +6% | +$79.6K | 1.24% | 49 |
|
|
2013
Q2 | $1.35M | Buy |
+33,718
| New | +$1.35M | 1.28% | 48 |
|