Red Tortoise LLC’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 | $40.5K | Buy |
573
+5
| +0.9% | +$354 | 0.02% | 125 |
|
|
2025
Q1 | $40.7K | Hold |
568
| – | – | 0.02% | 115 |
|
|
2024
Q4 | $35.4K | Hold |
568
| – | – | 0.02% | 129 |
|
|
2024
Q3 | $40.8K | Hold |
568
| – | – | 0.02% | 123 |
|
|
2024
Q2 | $36.2K | Hold |
568
| – | – | 0.02% | 122 |
|
|
2024
Q1 | $34.8K | Hold |
568
| – | – | 0.02% | 120 |
|
|
2023
Q4 | $33.5K | Sell |
568
-44
| -7% | -$2.59K | 0.02% | 109 |
|
|
2023
Q3 | $34.3K | Hold |
612
| – | – | 0.02% | 110 |
|
|
2023
Q2 | $36.9K | Hold |
612
| – | – | 0.02% | 109 |
|
|
2023
Q1 | $38K | Sell |
612
-969
| -61% | -$60.1K | 0.03% | 109 |
|
|
2022
Q4 | $101K | Buy |
+1,581
| New | +$101K | 0.07% | 93 |
|
|
2021
Q4 | – | Sell |
-612
| Closed | -$34K | – | 330 |
|
|
2021
Q3 | $34K | Buy |
+612
| New | +$34K | 0.03% | 125 |
|