Schear Investment Advisers’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 | $447K | Buy |
6,321
+223
| +4% | +$15.8K | 0.22% | 74 |
|
|
2025
Q1 | $437K | Sell |
6,098
-2,010
| -25% | -$144K | 0.25% | 74 |
|
|
2024
Q4 | $505K | Buy |
8,108
+1,064
| +15% | +$66.2K | 0.27% | 72 |
|
|
2024
Q3 | $506K | Buy |
7,044
+1,054
| +18% | +$75.7K | 0.31% | 73 |
|
|
2024
Q2 | $381K | Sell |
5,990
-781
| -12% | -$49.7K | 0.28% | 74 |
|
|
2024
Q1 | $414K | Sell |
6,771
-252
| -4% | -$15.4K | 0.33% | 71 |
|
|
2023
Q4 | $414K | Buy |
7,023
+35
| +0.5% | +$2.06K | 0.4% | 58 |
|
|
2023
Q3 | $391K | Sell |
6,988
-745
| -10% | -$41.7K | 0.42% | 63 |
|
|
2023
Q2 | $466K | Buy |
7,733
+1,753
| +29% | +$106K | 0.49% | 60 |
|
|
2023
Q1 | $371K | Buy |
5,980
+804
| +16% | +$49.9K | 0.44% | 68 |
|
|
2022
Q4 | $329K | Buy |
+5,176
| New | +$329K | 0.41% | 76 |
|