Silver Oak Securities’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 | $875K | Buy |
12,368
+1,542
| +14% | +$109K | 0.07% | 279 |
|
|
2025
Q1 | $762K | Buy |
10,826
+630
| +6% | +$44.3K | 0.07% | 288 |
|
|
2024
Q4 | $632K | Sell |
10,196
-2,154
| -17% | -$134K | 0.06% | 333 |
|
|
2024
Q3 | $864K | Sell |
12,350
-609
| -5% | -$42.6K | 0.09% | 231 |
|
|
2024
Q2 | $825K | Sell |
12,959
-182
| -1% | -$11.6K | 0.12% | 156 |
|
|
2024
Q1 | $804K | Buy |
13,141
+784
| +6% | +$48K | 0.12% | 169 |
|
|
2023
Q4 | $728K | Buy |
12,357
+2,590
| +27% | +$153K | 0.1% | 218 |
|
|
2023
Q3 | $547K | Buy |
9,767
+1,159
| +13% | +$64.9K | 0.12% | 156 |
|
|
2023
Q2 | $518K | Buy |
8,608
+917
| +12% | +$55.2K | 0.08% | 221 |
|
|
2023
Q1 | $477K | Buy |
7,691
+185
| +2% | +$11.5K | 0.08% | 199 |
|
|
2022
Q4 | $477K | Sell |
7,506
-2,261
| -23% | -$144K | 0.09% | 158 |
|
|
2022
Q3 | $547K | Buy |
9,767
+2,228
| +30% | +$125K | 0.12% | 156 |
|
|
2022
Q2 | $466K | Buy |
7,539
+1,238
| +20% | +$76.5K | 0.1% | 131 |
|
|
2022
Q1 | $402K | Buy |
+6,301
| New | +$402K | 0.08% | 186 |
|