Prudent Man Advisors’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 | $996K | Buy |
12,942
+5
| +0% | +$385 | 0.32% | 77 |
|
|
2025
Q1 | $1.01M | Buy |
12,937
+299
| +2% | +$23.3K | 0.37% | 62 |
|
|
2024
Q4 | $857K | Sell |
12,638
-1,144
| -8% | -$77.6K | 0.31% | 73 |
|
|
2024
Q3 | $1.07M | Sell |
13,782
-240
| -2% | -$18.7K | 0.36% | 66 |
|
|
2024
Q2 | $964K | Buy |
14,022
+562
| +4% | +$38.7K | 0.34% | 66 |
|
|
2024
Q1 | $893K | Buy |
13,460
+792
| +6% | +$52.5K | 0.33% | 74 |
|
|
2023
Q4 | $813K | Sell |
12,668
-785
| -6% | -$50.4K | 0.3% | 75 |
|
|
2023
Q3 | $816K | Buy |
13,453
+4,035
| +43% | +$245K | 0.32% | 70 |
|
|
2023
Q2 | $567K | Sell |
9,418
-163
| -2% | -$9.81K | 0.21% | 105 |
|
|
2023
Q1 | $594K | Sell |
9,581
-176
| -2% | -$10.9K | 0.23% | 101 |
|
|
2022
Q4 | $621K | Buy |
9,757
+32
| +0.3% | +$2.04K | 0.25% | 101 |
|
|
2022
Q3 | $545K | Buy |
9,725
+463
| +5% | +$25.9K | 0.26% | 87 |
|
|
2022
Q2 | $583K | Sell |
9,262
-15
| -0.2% | -$944 | 0.27% | 79 |
|
|
2022
Q1 | $575K | Sell |
9,277
-166
| -2% | -$10.3K | 0.23% | 88 |
|
|
2021
Q4 | $559K | Sell |
9,443
-1,578
| -14% | -$93.4K | 0.21% | 92 |
|
|
2021
Q3 | $578K | Sell |
11,021
-12
| -0.1% | -$629 | 0.22% | 91 |
|
|
2021
Q2 | $597K | Sell |
11,033
-59
| -0.5% | -$3.19K | 0.23% | 86 |
|
|
2021
Q1 | $585K | Sell |
11,092
-1,359
| -11% | -$71.7K | 0.25% | 82 |
|
|
2020
Q4 | $683K | Buy |
12,451
+1,681
| +16% | +$92.2K | 0.29% | 66 |
|
|
2020
Q3 | $5.33M | Buy |
10,770
+20
| +0.2% | +$9.9K | 2.83% | 5 |
|
|
2020
Q2 | $480K | Buy |
+10,750
| New | +$480K | 0.43% | 66 |
|