Strategic Investment Solutions’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 | $721K | Buy |
10,194
+235
| +2% | +$16.6K | 0.22% | 72 |
|
|
2025
Q1 | $713K | Sell |
9,959
-218
| -2% | -$15.6K | 0.21% | 60 |
|
|
2024
Q4 | $612K | Buy |
10,177
+184
| +2% | +$11.1K | 0.2% | 59 |
|
|
2024
Q3 | $718K | Buy |
9,993
+159
| +2% | +$11.4K | 0.22% | 62 |
|
|
2024
Q2 | $630K | Buy |
+9,834
| New | +$630K | 0.2% | 59 |
|
|
2023
Q4 | $602K | Sell |
10,222
-208,003
| -95% | -$12.3M | 0.1% | 94 |
|
|
2023
Q3 | $13.1M | Buy |
218,225
+214,780
| +6,235% | +$12.9M | 0.16% | 83 |
|
|
2023
Q2 | $207K | Sell |
3,445
-6,117
| -64% | -$367K | 0.04% | 141 |
|
|
2023
Q1 | $593K | Hold |
9,562
| – | – | 0.12% | 96 |
|
|
2022
Q4 | $576K | Buy |
+9,562
| New | +$576K | 0.28% | 48 |
|