Tandem Investment Advisors’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 | $555K | Sell |
7,847
-1,448
| -16% | -$102K | 0.02% | 51 |
|
|
2025
Q1 | $666K | Sell |
9,295
-848
| -8% | -$60.8K | 0.02% | 52 |
|
|
2024
Q4 | $632K | Buy |
10,143
+603
| +6% | +$37.6K | 0.02% | 52 |
|
|
2024
Q3 | $686K | Sell |
9,540
-960
| -9% | -$69K | 0.03% | 53 |
|
|
2024
Q2 | $668K | Sell |
10,500
-4,817
| -31% | -$306K | 0.03% | 50 |
|
|
2024
Q1 | $937K | Sell |
15,317
-6,507
| -30% | -$398K | 0.04% | 47 |
|
|
2023
Q4 | $1.29M | Sell |
21,824
-9,229
| -30% | -$544K | 0.05% | 48 |
|
|
2023
Q3 | $1.74M | Buy |
+31,053
| New | +$1.74M | 0.07% | 49 |
|
|
2023
Q2 | – | Sell |
-3,756
| Closed | -$233K | – | 77 |
|
|
2023
Q1 | $233K | Buy |
3,756
+181
| +5% | +$11.2K | 0.01% | 71 |
|
|
2022
Q4 | $227K | Sell |
3,575
-738
| -17% | -$46.9K | 0.01% | 81 |
|
|
2022
Q3 | $242K | Buy |
4,313
+618
| +17% | +$34.7K | 0.01% | 76 |
|
|
2022
Q2 | $232K | Sell |
3,695
-158
| -4% | -$9.92K | 0.01% | 72 |
|
|
2022
Q1 | $239K | Buy |
3,853
+21
| +0.5% | +$1.3K | 0.01% | 63 |
|
|
2021
Q4 | $227K | Sell |
3,832
-162
| -4% | -$9.6K | 0.01% | 75 |
|
|
2021
Q3 | $210K | Sell |
3,994
-15
| -0.4% | -$789 | 0.02% | 75 |
|
|
2021
Q2 | $217K | Buy |
+4,009
| New | +$217K | 0.02% | 69 |
|
|
2018
Q1 | – | Sell |
-9,604
| Closed | -$441K | – | 57 |
|
|
2017
Q4 | $441K | Sell |
9,604
-85,604
| -90% | -$3.93M | 0.15% | 49 |
|
|
2017
Q3 | $4.29M | Sell |
95,208
-4,929
| -5% | -$222K | 1.61% | 30 |
|
|
2017
Q2 | $4.49M | Buy |
100,137
+501
| +0.5% | +$22.5K | 1.78% | 29 |
|
|
2017
Q1 | $4.23M | Buy |
99,636
+8,862
| +10% | +$376K | 1.87% | 27 |
|
|
2016
Q4 | $3.76M | Buy |
+90,774
| New | +$3.76M | 1.82% | 29 |
|