Tennessee Valley Asset Management Partners’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 | $345K | Sell |
4,879
-1,765
| -27% | -$125K | 0.09% | 62 |
|
2025
Q1 | $476K | Buy |
6,644
+730
| +12% | +$52.3K | 0.08% | 103 |
|
2024
Q4 | $368K | Sell |
5,914
-10
| -0.2% | -$623 | 0.06% | 113 |
|
2024
Q3 | $414K | Buy |
5,924
+1,049
| +22% | +$73.3K | 0.07% | 110 |
|
2024
Q2 | $310K | Buy |
+4,875
| New | +$310K | 0.06% | 124 |
|
2024
Q1 | – | Sell |
-1,137
| Closed | -$67K | – | 447 |
|
2023
Q4 | $67K | Buy |
+1,137
| New | +$67K | 0.01% | 206 |
|
2021
Q2 | – | Sell |
-6,520
| Closed | -$344K | – | 69 |
|
2021
Q1 | $344K | Sell |
6,520
-188
| -3% | -$9.92K | 0.09% | 84 |
|
2020
Q4 | $368K | Buy |
+6,708
| New | +$368K | 0.09% | 72 |
|