Studio 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 | – | Sell |
-886
| Closed | -$64K | – | 245 |
|
|
2025
Q1 | $64K | Sell |
886
-305
| -26% | -$22K | 0.01% | 200 |
|
|
2024
Q4 | $74.2K | Sell |
1,191
-19
| -2% | -$1.18K | 0.02% | 183 |
|
|
2024
Q3 | $87.5K | Buy |
1,210
+4
| +0.3% | +$289 | 0.02% | 178 |
|
|
2024
Q2 | $77.9K | Buy |
1,206
+191
| +19% | +$12.3K | 0.02% | 174 |
|
|
2024
Q1 | $63.7K | Sell |
1,015
-2,107
| -67% | -$132K | 0.02% | 175 |
|
|
2023
Q4 | $184K | Sell |
3,122
-36
| -1% | -$2.12K | 0.05% | 144 |
|
|
2023
Q3 | $178K | Buy |
3,158
+165
| +6% | +$9.31K | 0.05% | 147 |
|
|
2023
Q2 | $182K | Sell |
2,993
-119
| -4% | -$7.22K | 0.05% | 135 |
|
|
2023
Q1 | $195K | Sell |
3,112
-1,502
| -33% | -$94.3K | 0.06% | 116 |
|
|
2022
Q4 | $293K | Buy |
4,614
+167
| +4% | +$10.6K | 0.1% | 110 |
|
|
2022
Q3 | $249K | Buy |
4,447
+389
| +10% | +$21.8K | 0.09% | 115 |
|
|
2022
Q2 | $255K | Sell |
4,058
-805
| -17% | -$50.6K | 0.09% | 117 |
|
|
2022
Q1 | $302K | Sell |
4,863
-220
| -4% | -$13.7K | 0.1% | 98 |
|
|
2021
Q4 | $301K | Buy |
5,083
+557
| +12% | +$33K | 0.11% | 98 |
|
|
2021
Q3 | $237K | Buy |
+4,526
| New | +$237K | 0.1% | 96 |
|