Stone House Investment Management’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 | $109K | Sell |
1,536
-110
| -7% | -$7.78K | 0.02% | 105 |
|
|
2025
Q1 | $118K | Buy |
+1,646
| New | +$118K | 0.02% | 87 |
|
|
2024
Q4 | – | Sell |
-1,590
| Closed | -$114K | – | 211 |
|
|
2024
Q3 | $114K | Buy |
1,590
+7
| +0.4% | +$503 | 0.02% | 70 |
|
|
2024
Q2 | $101K | Sell |
1,583
-285
| -15% | -$18.1K | 0.03% | 80 |
|
|
2024
Q1 | $114K | Buy |
1,868
+667
| +56% | +$40.8K | 0.03% | 74 |
|
|
2023
Q4 | $70.8K | Buy |
1,201
+939
| +358% | +$55.4K | 0.02% | 74 |
|
|
2023
Q3 | $14.7K | Hold |
262
| – | – | 0.01% | 135 |
|
|
2023
Q2 | $15.7K | Buy |
262
+32
| +14% | +$1.92K | 0.01% | 131 |
|
|
2023
Q1 | $14.2K | Buy |
+230
| New | +$14.2K | ﹤0.01% | 139 |
|
|
2019
Q2 | – | Sell |
-215
| Closed | -$10K | – | 129 |
|
|
2019
Q1 | $10K | Buy |
+215
| New | +$10K | 0.01% | 151 |
|