Sanibel Captiva Trust Company’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 | $6.14M | Buy |
86,722
+13,009
| +18% | +$920K | 0.19% | 108 |
|
|
2025
Q1 | $5.28M | Buy |
73,713
+4,225
| +6% | +$303K | 0.17% | 106 |
|
|
2024
Q4 | $4.33M | Buy |
69,488
+2,683
| +4% | +$167K | 0.14% | 117 |
|
|
2024
Q3 | $4.8M | Sell |
66,805
-800
| -1% | -$57.5K | 0.15% | 110 |
|
|
2024
Q2 | $4.3M | Sell |
67,605
-482
| -0.7% | -$30.7K | 0.15% | 112 |
|
|
2024
Q1 | $4.17M | Buy |
68,087
+1,707
| +3% | +$104K | 0.14% | 115 |
|
|
2023
Q4 | $3.91M | Buy |
+66,380
| New | +$3.91M | 0.14% | 113 |
|