Stelac Advisory Services’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 | $206K | Buy |
2,905
+262
| +10% | +$18.6K | 0.08% | 81 |
|
|
2025
Q1 | $190K | Buy |
2,643
+204
| +8% | +$14.7K | 0.08% | 78 |
|
|
2024
Q4 | $153K | Hold |
2,439
| – | – | 0.06% | 87 |
|
|
2024
Q3 | $174K | Hold |
2,439
| – | – | 0.07% | 85 |
|
|
2024
Q2 | $156K | Hold |
2,439
| – | – | 0.07% | 88 |
|
|
2024
Q1 | $150K | Hold |
2,439
| – | – | 0.07% | 84 |
|
|
2023
Q4 | $143K | Hold |
2,439
| – | – | 0.08% | 75 |
|
|
2023
Q3 | $136K | Hold |
2,439
| – | – | 0.07% | 91 |
|
|
2023
Q2 | $147K | Buy |
+2,439
| New | +$147K | 0.07% | 136 |
|
|
2022
Q4 | – | Sell |
-4,231
| Closed | -$239K | – | 162 |
|
|
2022
Q3 | $239K | Hold |
4,231
| – | – | 0.11% | 123 |
|
|
2022
Q2 | $267K | Buy |
+4,231
| New | +$267K | 0.11% | 126 |
|
|
2021
Q3 | – | Sell |
-1,913
| Closed | -$104K | – | 246 |
|
|
2021
Q2 | $104K | Sell |
1,913
-213
| -10% | -$11.6K | 0.02% | 281 |
|
|
2021
Q1 | $112K | Sell |
2,126
-1,351
| -39% | -$71.2K | 0.04% | 217 |
|
|
2020
Q4 | $191K | Sell |
3,477
-419
| -11% | -$23K | 0.05% | 181 |
|
|
2020
Q3 | $192K | Buy |
+3,896
| New | +$192K | 0.07% | 134 |
|
|
2018
Q3 | – | Sell |
-7,640
| Closed | -$335K | – | 159 |
|
|
2018
Q2 | $335K | Sell |
7,640
-1,302
| -15% | -$57.1K | 0.09% | 53 |
|
|
2018
Q1 | $388K | Buy |
+8,942
| New | +$388K | 0.12% | 49 |
|
|
2017
Q1 | – | Sell |
-7,298
| Closed | -$303K | – | 80 |
|
|
2016
Q4 | $303K | Buy |
7,298
+618
| +9% | +$25.7K | 0.1% | 47 |
|
|
2016
Q3 | $283K | Sell |
6,680
-652
| -9% | -$27.6K | 0.09% | 38 |
|
|
2016
Q2 | $332K | Buy |
7,332
+652
| +10% | +$29.5K | 0.1% | 36 |
|
|
2016
Q1 | $310K | Buy |
+6,680
| New | +$310K | 0.1% | 31 |
|