Regatta Capital Group’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 | $2.44M | Buy |
34,437
+49
| +0.1% | +$3.47K | 0.42% | 44 |
|
|
2025
Q1 | $2.46M | Sell |
34,388
-73
| -0.2% | -$5.23K | 0.48% | 36 |
|
|
2024
Q4 | $2.15M | Sell |
34,461
-1,611
| -4% | -$100K | 0.42% | 40 |
|
|
2024
Q3 | $2.59M | Sell |
36,072
-146
| -0.4% | -$10.5K | 0.5% | 38 |
|
|
2024
Q2 | $2.31M | Sell |
36,218
-1,384
| -4% | -$88.1K | 0.5% | 41 |
|
|
2024
Q1 | $2.3M | Buy |
37,602
+1,215
| +3% | +$74.3K | 0.52% | 41 |
|
|
2023
Q4 | $2.14M | Buy |
36,387
+627
| +2% | +$36.9K | 0.56% | 40 |
|
|
2023
Q3 | $2M | Sell |
35,760
-213
| -0.6% | -$11.9K | 0.64% | 33 |
|
|
2023
Q2 | $2.17M | Sell |
35,973
-622
| -2% | -$37.5K | 0.69% | 28 |
|
|
2023
Q1 | $2.33M | Hold |
36,595
| – | – | 0.83% | 27 |
|
|
2022
Q4 | $2.33M | Buy |
36,595
+432
| +1% | +$27.5K | 0.83% | 27 |
|
|
2022
Q3 | $2.28M | Buy |
36,163
+10,462
| +41% | +$658K | 0.93% | 22 |
|
|
2022
Q2 | $1.62M | Sell |
25,701
-10,531
| -29% | -$663K | 0.77% | 31 |
|
|
2022
Q1 | $2.25M | Sell |
36,232
-94
| -0.3% | -$5.83K | 0.77% | 26 |
|
|
2021
Q4 | $2.15M | Buy |
+36,326
| New | +$2.15M | 0.75% | 32 |
|