Stamos Capital Partners’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 | $2.01M | Buy |
28,441
+561
| +2% | +$39.7K | 0.36% | 86 |
|
|
2025
Q1 | $2M | Sell |
27,880
-20,590
| -42% | -$1.47M | 0.52% | 65 |
|
|
2024
Q4 | $3.02M | Buy |
48,470
+13,640
| +39% | +$849K | 0.71% | 37 |
|
|
2024
Q3 | $2.5M | Sell |
34,830
-4,880
| -12% | -$351K | 0.59% | 54 |
|
|
2024
Q2 | $2.53M | Sell |
39,710
-1,330
| -3% | -$84.7K | 0.54% | 49 |
|
|
2024
Q1 | $2.51M | Sell |
41,040
-1,350
| -3% | -$82.6K | 0.57% | 43 |
|
|
2023
Q4 | $2.5M | Sell |
42,390
-7,220
| -15% | -$425K | 0.68% | 43 |
|
|
2023
Q3 | $2.78M | Buy |
49,610
+1,760
| +4% | +$98.5K | 0.62% | 52 |
|
|
2023
Q2 | $2.88M | Sell |
47,850
-2,020
| -4% | -$122K | 0.67% | 48 |
|
|
2023
Q1 | $3.09M | Buy |
49,870
+7,600
| +18% | +$471K | 0.8% | 38 |
|
|
2022
Q4 | $2.69M | Buy |
42,270
+8,060
| +24% | +$513K | 0.85% | 38 |
|
|
2022
Q3 | $1.92M | Buy |
34,210
+410
| +1% | +$23K | 0.49% | 60 |
|
|
2022
Q2 | $2.13M | Hold |
33,800
| – | – | 0.64% | 37 |
|
|
2022
Q1 | $2.1M | Buy |
33,800
+16,800
| +99% | +$1.04M | 0.7% | 39 |
|
|
2021
Q4 | $1.01M | Buy |
+17,000
| New | +$1.01M | 0.47% | 46 |
|