TD Capital 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 | $1.81M | Buy |
25,605
+10
| +0% | +$707 | 0.17% | 53 |
|
|
2025
Q1 | $1.83M | Hold |
25,595
| – | – | 0.19% | 50 |
|
|
2024
Q4 | $1.59M | Buy |
25,595
+19
| +0.1% | +$1.18K | 0.16% | 53 |
|
|
2024
Q3 | $1.84M | Buy |
25,576
+1,317
| +5% | +$94.6K | 0.18% | 48 |
|
|
2024
Q2 | $1.54M | Buy |
24,259
+23,840
| +5,690% | +$1.52M | 0.16% | 47 |
|
|
2024
Q1 | $25.6K | Buy |
419
+16
| +4% | +$979 | ﹤0.01% | 226 |
|
|
2023
Q4 | $23.7K | Sell |
403
-6,362
| -94% | -$375K | ﹤0.01% | 235 |
|
|
2023
Q3 | $379K | Sell |
6,765
-103
| -1% | -$5.77K | 0.05% | 69 |
|
|
2023
Q2 | $414K | Buy |
6,868
+47
| +0.7% | +$2.83K | 0.05% | 67 |
|
|
2023
Q1 | $423K | Hold |
6,821
| – | – | 0.05% | 63 |
|
|
2022
Q4 | $434K | Buy |
6,821
+241
| +4% | +$15.3K | 0.06% | 61 |
|
|
2022
Q3 | $369K | Sell |
6,580
-11
| -0.2% | -$617 | 0.05% | 65 |
|
|
2022
Q2 | $415K | Buy |
6,591
+188
| +3% | +$11.8K | 0.06% | 59 |
|
|
2022
Q1 | $397K | Buy |
6,403
+5,849
| +1,056% | +$363K | 0.05% | 65 |
|
|
2021
Q4 | $33K | Hold |
554
| – | – | ﹤0.01% | 188 |
|
|
2021
Q3 | $29K | Hold |
554
| – | – | ﹤0.01% | 184 |
|
|
2021
Q2 | $30K | Hold |
554
| – | – | ﹤0.01% | 174 |
|
|
2021
Q1 | $29K | Buy |
554
+3
| +0.5% | +$157 | ﹤0.01% | 166 |
|
|
2020
Q4 | $30K | Buy |
551
+2
| +0.4% | +$109 | ﹤0.01% | 152 |
|
|
2020
Q3 | $27K | Buy |
549
+11
| +2% | +$541 | ﹤0.01% | 139 |
|
|
2020
Q2 | $24K | Buy |
538
+135
| +33% | +$6.02K | ﹤0.01% | 141 |
|
|
2020
Q1 | $18K | Buy |
403
+40
| +11% | +$1.79K | ﹤0.01% | 139 |
|
|
2019
Q4 | $20K | Hold |
363
| – | – | ﹤0.01% | 154 |
|
|
2019
Q3 | $20K | Sell |
363
-30
| -8% | -$1.65K | ﹤0.01% | 150 |
|
|
2019
Q2 | $20K | Buy |
393
+30
| +8% | +$1.53K | ﹤0.01% | 144 |
|
|
2019
Q1 | $17K | Hold |
363
| – | – | ﹤0.01% | 120 |
|
|
2018
Q4 | $17K | Buy |
363
+160
| +79% | +$7.49K | ﹤0.01% | 120 |
|
|
2018
Q3 | $9K | Buy |
+203
| New | +$9K | ﹤0.01% | 141 |
|
|
2017
Q4 | – | Sell |
-72
| Closed | -$3K | – | 233 |
|
|
2017
Q3 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 217 |
|
|
2013
Q4 | – | Sell |
-2,471
| Closed | -$94K | – | 179 |
|
|
2013
Q3 | $94K | Buy |
2,471
+18
| +0.7% | +$685 | 0.02% | 102 |
|
|
2013
Q2 | $98K | Buy |
+2,453
| New | +$98K | 0.02% | 93 |
|