Sierra Capital’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 | $710K | Buy |
10,031
+561
| +6% | +$39.7K | 0.08% | 144 |
|
|
2025
Q1 | $678K | Buy |
9,470
+1,101
| +13% | +$78.8K | 0.08% | 143 |
|
|
2024
Q4 | $521K | Sell |
8,369
-1,101
| -12% | -$68.5K | 0.06% | 155 |
|
|
2024
Q3 | $681K | Hold |
9,470
| – | – | 0.08% | 143 |
|
|
2024
Q2 | $603K | Hold |
9,470
| – | – | 0.08% | 143 |
|
|
2024
Q1 | $579K | Hold |
9,470
| – | – | 0.08% | 142 |
|
|
2023
Q4 | $558K | Sell |
9,470
-63
| -0.7% | -$3.71K | 0.08% | 137 |
|
|
2023
Q3 | $534K | Sell |
9,533
-792
| -8% | -$44.4K | 0.09% | 133 |
|
|
2023
Q2 | $622K | Buy |
10,325
+123
| +1% | +$7.41K | 0.1% | 128 |
|
|
2023
Q1 | $633K | Sell |
10,202
-5,911
| -37% | -$367K | 0.1% | 125 |
|
|
2022
Q4 | $1.03M | Buy |
16,113
+437
| +3% | +$27.8K | 0.18% | 99 |
|
|
2022
Q3 | $878K | Buy |
15,676
+2,212
| +16% | +$124K | 0.16% | 102 |
|
|
2022
Q2 | $847K | Sell |
13,464
-943
| -7% | -$59.3K | 0.15% | 107 |
|
|
2022
Q1 | $893K | Buy |
14,407
+10
| +0.1% | +$620 | 0.14% | 114 |
|
|
2021
Q4 | $852K | Buy |
14,397
+2,245
| +18% | +$133K | 0.13% | 119 |
|
|
2021
Q3 | $638K | Hold |
12,152
| – | – | 0.11% | 125 |
|
|
2021
Q2 | $658K | Hold |
12,152
| – | – | 0.12% | 115 |
|
|
2021
Q1 | $641K | Buy |
+12,152
| New | +$641K | 0.12% | 110 |
|