Sand Hill Global 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 | $534K | Sell |
7,548
-1,555
| -17% | -$110K | 0.02% | 143 |
|
|
2025
Q1 | $652K | Buy |
9,103
+1,175
| +15% | +$84.2K | 0.03% | 133 |
|
|
2024
Q4 | $494K | Sell |
7,928
-201
| -2% | -$12.5K | 0.02% | 141 |
|
|
2024
Q3 | $584K | Buy |
8,129
+288
| +4% | +$20.7K | 0.02% | 133 |
|
|
2024
Q2 | $499K | Buy |
7,841
+1,063
| +16% | +$67.7K | 0.02% | 138 |
|
|
2024
Q1 | $415K | Buy |
6,778
+1,121
| +20% | +$68.6K | 0.02% | 127 |
|
|
2023
Q4 | $333K | Sell |
5,657
-759
| -12% | -$44.7K | 0.02% | 137 |
|
|
2023
Q3 | $359K | Buy |
6,416
+112
| +2% | +$6.27K | 0.02% | 125 |
|
|
2023
Q2 | $380K | Buy |
6,304
+6
| +0.1% | +$361 | 0.02% | 127 |
|
|
2023
Q1 | $391K | Sell |
6,298
-507
| -7% | -$31.4K | 0.02% | 130 |
|
|
2022
Q4 | $433K | Buy |
+6,805
| New | +$433K | 0.02% | 129 |
|
|
2022
Q2 | – | Sell |
-7,890
| Closed | -$489K | – | 159 |
|
|
2022
Q1 | $489K | Buy |
+7,890
| New | +$489K | 0.03% | 110 |
|
|
2019
Q3 | – | Sell |
-5,600
| Closed | -$285K | – | 132 |
|
|
2019
Q2 | $285K | Buy |
+5,600
| New | +$285K | 0.03% | 95 |
|
|
2016
Q2 | – | Sell |
-95,858
| Closed | -$4.45M | – | 78 |
|
|
2016
Q1 | $4.45M | Buy |
95,858
+533
| +0.6% | +$24.7K | 0.68% | 30 |
|
|
2015
Q4 | $4.1M | Buy |
95,325
+174
| +0.2% | +$7.48K | 0.66% | 31 |
|
|
2015
Q3 | $3.82M | Buy |
95,151
+2,939
| +3% | +$118K | 0.61% | 37 |
|
|
2015
Q2 | $3.62M | Sell |
92,212
-540
| -0.6% | -$21.2K | 0.59% | 42 |
|
|
2015
Q1 | $3.76M | Buy |
92,752
+4,961
| +6% | +$201K | 0.61% | 40 |
|
|
2014
Q4 | $3.71M | Sell |
87,791
-4,119
| -4% | -$174K | 0.64% | 40 |
|
|
2014
Q3 | $3.92M | Buy |
91,910
+8,196
| +10% | +$350K | 0.65% | 37 |
|
|
2014
Q2 | $3.55M | Buy |
83,714
+2,090
| +3% | +$88.5K | 0.67% | 36 |
|
|
2014
Q1 | $3.16M | Buy |
81,624
+1,625
| +2% | +$62.8K | 0.64% | 40 |
|
|
2013
Q4 | $3.31M | Sell |
79,999
-25,485
| -24% | -$1.05M | 0.7% | 36 |
|
|
2013
Q3 | $4M | Buy |
105,484
+30,637
| +41% | +$1.16M | 0.69% | 37 |
|
|
2013
Q2 | $3M | Buy |
+74,847
| New | +$3M | 0.83% | 28 |
|