Slocum, Gordon & Co’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 | $106K | Hold |
1,500
| – | – | 0.09% | 73 |
|
|
2025
Q1 | $107K | Hold |
1,500
| – | – | 0.08% | 69 |
|
|
2024
Q4 | $93.4K | Hold |
1,500
| – | – | 0.08% | 71 |
|
|
2024
Q3 | $108K | Hold |
1,500
| – | – | 0.04% | 72 |
|
|
2024
Q2 | $95.5K | Hold |
1,500
| – | – | 0.07% | 71 |
|
|
2024
Q1 | $91.8K | Hold |
1,500
| – | – | 0.07% | 72 |
|
|
2023
Q4 | $88.4K | Buy |
1,500
+500
| +50% | +$29.5K | 0.08% | 68 |
|
|
2023
Q3 | $56K | Hold |
1,000
| – | – | 0.05% | 80 |
|
|
2023
Q2 | $60.2K | Hold |
1,000
| – | – | 0.04% | 76 |
|
|
2023
Q1 | $62K | Hold |
1,000
| – | – | 0.05% | 78 |
|
|
2022
Q4 | $63.6K | Buy |
+1,000
| New | +$63.6K | 0.04% | 74 |
|