SAM 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 | $396K | Hold |
5,599
| – | – | 0.14% | 38 |
|
|
2025
Q1 | $401K | Hold |
5,599
| – | – | 0.15% | 38 |
|
|
2024
Q4 | $349K | Hold |
5,599
| – | – | 0.13% | 39 |
|
|
2024
Q3 | $402K | Hold |
5,599
| – | – | 0.15% | 36 |
|
|
2024
Q2 | $356K | Hold |
5,599
| – | – | 0.13% | 34 |
|
|
2024
Q1 | $343K | Hold |
5,599
| – | – | 0.12% | 35 |
|
|
2023
Q4 | $330K | Hold |
5,599
| – | – | 0.13% | 32 |
|
|
2023
Q3 | $313K | Buy |
5,599
+125
| +2% | +$7K | 0.14% | 32 |
|
|
2023
Q2 | $330K | Hold |
5,474
| – | – | 0.14% | 31 |
|
|
2023
Q1 | $340K | Hold |
5,474
| – | – | 0.15% | 28 |
|
|
2022
Q4 | $348K | Hold |
5,474
| – | – | 0.15% | 30 |
|
|
2022
Q3 | $307K | Hold |
5,474
| – | – | 0.15% | 32 |
|
|
2022
Q2 | $345K | Sell |
5,474
-515
| -9% | -$32.5K | 0.17% | 29 |
|
|
2022
Q1 | $371K | Buy |
+5,989
| New | +$371K | 0.16% | 31 |
|