RW 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 | $454K | Buy |
6,420
+500
| +8% | +$35.4K | 0.05% | 68 |
|
|
2025
Q1 | $424K | Sell |
5,920
-507
| -8% | -$36.3K | 0.05% | 64 |
|
|
2024
Q4 | $400K | Hold |
6,427
| – | – | 0.05% | 69 |
|
|
2024
Q3 | $462K | Hold |
6,427
| – | – | 0.06% | 64 |
|
|
2024
Q2 | $409K | Hold |
6,427
| – | – | 0.06% | 66 |
|
|
2024
Q1 | $393K | Sell |
6,427
-745
| -10% | -$45.6K | 0.05% | 69 |
|
|
2023
Q4 | $423K | Sell |
7,172
-200
| -3% | -$11.8K | 0.06% | 59 |
|
|
2023
Q3 | $413K | Hold |
7,372
| – | – | 0.08% | 59 |
|
|
2023
Q2 | $444K | Hold |
7,372
| – | – | 0.09% | 54 |
|
|
2023
Q1 | $457K | Sell |
7,372
-829
| -10% | -$51.4K | 0.13% | 53 |
|
|
2022
Q4 | $522K | Buy |
+8,201
| New | +$522K | 0.21% | 45 |
|