Te Ahumairangi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,780
| Closed | -$461K | – | 102 |
|
|
2021
Q4 | $461K | Sell |
7,780
-2,820
| -27% | -$167K | 0.06% | 96 |
|
|
2021
Q3 | $556K | Hold |
10,600
| – | – | 0.08% | 100 |
|
|
2021
Q2 | $574K | Sell |
10,600
-13,800
| -57% | -$747K | 0.08% | 101 |
|
|
2021
Q1 | $1.29M | Buy |
24,400
+12,500
| +105% | +$659K | 0.17% | 99 |
|
|
2020
Q4 | $653K | Sell |
11,900
-10,100
| -46% | -$554K | 0.09% | 111 |
|
|
2020
Q3 | $1.09M | Buy |
+22,000
| New | +$1.09M | 0.19% | 103 |
|