Pullen Investment 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 | $206K | Sell |
2,906
-646
| -18% | -$45.7K | 0.12% | 100 |
|
2025
Q1 | $254K | Sell |
3,552
-603
| -15% | -$43.2K | 0.16% | 100 |
|
2024
Q4 | $259K | Hold |
4,155
| – | – | 0.17% | 100 |
|
2024
Q3 | $299K | Hold |
4,155
| – | – | 0.22% | 95 |
|
2024
Q2 | $264K | Hold |
4,155
| – | – | 0.22% | 95 |
|
2024
Q1 | $254K | Buy |
+4,155
| New | +$254K | 0.21% | 94 |
|