St. Clair Advisors’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 | $3.6M | Hold |
50,817
| – | – | 0.94% | 18 |
|
|
2025
Q1 | $3.64M | Hold |
50,817
| – | – | 1.02% | 16 |
|
|
2024
Q4 | $3.16M | Buy |
50,817
+889
| +2% | +$55.3K | 0.91% | 23 |
|
|
2024
Q3 | $3.59M | Hold |
49,928
| – | – | 1.02% | 18 |
|
|
2024
Q2 | $3.18M | Hold |
49,928
| – | – | 1.01% | 19 |
|
|
2024
Q1 | $3.05M | Hold |
49,928
| – | – | 0.99% | 19 |
|
|
2023
Q4 | $2.94M | Hold |
49,928
| – | – | 1.01% | 19 |
|
|
2023
Q3 | $2.79M | Hold |
49,928
| – | – | 1.1% | 17 |
|
|
2023
Q2 | $3.01M | Buy |
49,928
+4,228
| +9% | +$255K | 1.17% | 15 |
|
|
2023
Q1 | $2.83M | Buy |
45,700
+20,000
| +78% | +$1.24M | 1.24% | 13 |
|
|
2022
Q4 | $1.63M | Buy |
+25,700
| New | +$1.63M | 1.03% | 17 |
|