SDAM
Shulman DeMeo Asset Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
17,232
-472
| -3% | -$33.4K | 0.3% | 25 |
|
|
2025
Q1 | $1.27M | Buy |
17,704
+58
| +0.3% | +$4.15K | 0.36% | 23 |
|
|
2024
Q4 | $1.1M | Sell |
17,646
-1,668
| -9% | -$104K | 0.3% | 26 |
|
|
2024
Q3 | $1.39M | Sell |
19,314
-17
| -0.1% | -$1.22K | 0.34% | 24 |
|
|
2024
Q2 | $1.23M | Buy |
19,331
+49
| +0.3% | +$3.12K | 0.32% | 26 |
|
|
2024
Q1 | $1.18M | Sell |
19,282
-51
| -0.3% | -$3.12K | 0.31% | 27 |
|
|
2023
Q4 | $1.14M | Buy |
19,333
+858
| +5% | +$50.6K | 0.32% | 27 |
|
|
2023
Q3 | $1.03M | Sell |
18,475
-1,274
| -6% | -$71.3K | 0.35% | 28 |
|
|
2023
Q2 | $1.19M | Sell |
19,749
-257
| -1% | -$15.5K | 0.36% | 26 |
|
|
2023
Q1 | $1.24M | Sell |
20,006
-56
| -0.3% | -$3.47K | 0.39% | 24 |
|
|
2022
Q4 | $1.28M | Buy |
20,062
+23
| +0.1% | +$1.46K | 0.42% | 22 |
|
|
2022
Q3 | $1.12M | Sell |
20,039
-16
| -0.1% | -$897 | 0.4% | 27 |
|
|
2022
Q2 | $1.26M | Buy |
20,055
+101
| +0.5% | +$6.36K | 0.42% | 26 |
|
|
2022
Q1 | $1.24M | Buy |
19,954
+747
| +4% | +$46.3K | 0.34% | 33 |
|
|
2021
Q4 | $1.14M | Buy |
19,207
+153
| +0.8% | +$9.06K | 0.3% | 35 |
|
|
2021
Q3 | $1M | Buy |
+19,054
| New | +$1M | 0.87% | 21 |
|
|
2021
Q2 | – | Sell |
-17,139
| Closed | -$903K | – | 105 |
|
|
2021
Q1 | $903K | Buy |
+17,139
| New | +$903K | 0.25% | 47 |
|