Sienna Gestion’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 | $5.8M | Buy |
89,794
+8,928
| +11% | +$577K | 0.4% | 87 |
|
|
2025
Q1 | $5.63M | Sell |
80,866
-5,278
| -6% | -$367K | 0.46% | 82 |
|
|
2024
Q4 | $5.36M | Hold |
86,144
| – | – | 0.36% | 100 |
|
|
2024
Q3 | $6.18M | Buy |
86,144
+13,398
| +18% | +$960K | 0.41% | 92 |
|
|
2024
Q2 | $4.63M | Hold |
72,746
| – | – | 0.41% | 98 |
|
|
2024
Q1 | $4.45M | Buy |
+72,746
| New | +$4.45M | 0.38% | 100 |
|