Sutton Place Investors’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 | $207K | Buy |
+2,931
| New | +$207K | 0.12% | 115 |
|
|
2025
Q1 | – | Sell |
-7,530
| Closed | -$469K | – | 125 |
|
|
2024
Q4 | $469K | Buy |
7,530
+157
| +2% | +$9.78K | 0.27% | 80 |
|
|
2024
Q3 | $530K | Buy |
7,373
+230
| +3% | +$16.5K | 0.32% | 68 |
|
|
2024
Q2 | $455K | Sell |
7,143
-6,946
| -49% | -$442K | 0.3% | 73 |
|
|
2024
Q1 | $862K | Buy |
14,089
+6,103
| +76% | +$373K | 0.43% | 76 |
|
|
2023
Q4 | $471K | Buy |
+7,986
| New | +$471K | 0.34% | 88 |
|