Tevis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
26,141
+9
| +0% | +$641 | 1.19% | 27 |
|
|
2025
Q1 | $1.63M | Hold |
26,132
| – | – | 1.21% | 27 |
|
|
2024
Q4 | $1.63M | Buy |
26,132
+35
| +0.1% | +$2.18K | 1.21% | 27 |
|
|
2024
Q3 | $1.89M | Buy |
26,097
+11
| +0% | +$796 | 1.4% | 25 |
|
|
2024
Q2 | $1.66M | Buy |
26,086
+14
| +0.1% | +$891 | 1.33% | 24 |
|
|
2024
Q1 | $1.6M | Hold |
26,072
| – | – | 1.36% | 24 |
|
|
2023
Q4 | $1.54M | Hold |
26,072
| – | – | 1.42% | 23 |
|
|
2023
Q3 | $1.46M | Hold |
26,072
| – | – | 1.48% | 21 |
|
|
2023
Q2 | $1.57M | Hold |
26,072
| – | – | 1.53% | 20 |
|
|
2023
Q1 | $1.62M | Buy |
26,072
+68
| +0.3% | +$4.22K | 1.64% | 19 |
|
|
2022
Q4 | $1.65M | Sell |
26,004
-134
| -0.5% | -$8.52K | 1.76% | 17 |
|
|
2022
Q3 | $1.46M | Buy |
26,138
+1
| +0% | +$56 | 1.42% | 16 |
|
|
2022
Q2 | $1.65M | Hold |
26,137
| – | – | 1.58% | 12 |
|
|
2022
Q1 | $1.62M | Hold |
26,137
| – | – | 1.47% | 15 |
|
|
2021
Q4 | $1.55M | Buy |
+26,137
| New | +$1.55M | 1.35% | 12 |
|