Sandy Cove 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 | $1.43M | Sell |
20,252
-2,436
| -11% | -$172K | 0.52% | 31 |
|
|
2025
Q1 | $1.62M | Buy |
22,688
+485
| +2% | +$34.7K | 0.65% | 24 |
|
|
2024
Q4 | $1.38M | Buy |
22,203
+684
| +3% | +$42.6K | 0.54% | 32 |
|
|
2024
Q3 | $1.55M | Buy |
21,519
+56
| +0.3% | +$4.02K | 0.63% | 26 |
|
|
2024
Q2 | $1.37M | Buy |
21,463
+1,589
| +8% | +$101K | 0.61% | 26 |
|
|
2024
Q1 | $1.22M | Buy |
19,874
+327
| +2% | +$20K | 0.56% | 30 |
|
|
2023
Q4 | $1.15M | Sell |
19,547
-1,022
| -5% | -$60.2K | 0.59% | 32 |
|
|
2023
Q3 | $1.15M | Buy |
20,569
+573
| +3% | +$32.1K | 0.67% | 27 |
|
|
2023
Q2 | $1.2M | Buy |
19,996
+1,712
| +9% | +$103K | 0.69% | 27 |
|
|
2023
Q1 | $1.13M | Hold |
18,284
| – | – | 0.82% | 26 |
|
|
2022
Q4 | $1.16M | Buy |
18,284
+284
| +2% | +$18.1K | 0.94% | 21 |
|
|
2022
Q3 | $1.01M | Hold |
18,000
| – | – | 0.91% | 20 |
|
|
2022
Q2 | $1.13M | Hold |
18,000
| – | – | 1.03% | 21 |
|
|
2022
Q1 | $1.12M | Sell |
18,000
-3,500
| -16% | -$217K | 0.93% | 18 |
|
|
2021
Q4 | $1.27M | Buy |
+21,500
| New | +$1.27M | 1.07% | 17 |
|