TIM
Total Investment Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
5,856
+75
| +1% | +$5.31K | 0.06% | 42 |
|
|
2025
Q1 | $414K | Sell |
5,781
-242
| -4% | -$17.3K | 0.05% | 43 |
|
|
2024
Q4 | $375K | Buy |
6,023
+331
| +6% | +$20.6K | 0.05% | 48 |
|
|
2024
Q3 | $409K | Buy |
5,692
+78
| +1% | +$5.61K | 0.05% | 40 |
|
|
2024
Q2 | $357K | Sell |
5,614
-44
| -0.8% | -$2.8K | 0.05% | 41 |
|
|
2024
Q1 | $346K | Buy |
5,658
+78
| +1% | +$4.77K | 0.04% | 44 |
|
|
2023
Q4 | $329K | Sell |
5,580
-489
| -8% | -$28.8K | 0.04% | 48 |
|
|
2023
Q3 | $340K | Buy |
6,069
+3
| +0% | +$168 | 0.05% | 44 |
|
|
2023
Q2 | $365K | Buy |
6,066
+589
| +11% | +$35.5K | 0.05% | 46 |
|
|
2023
Q1 | $340K | Buy |
5,477
+350
| +7% | +$21.7K | 0.06% | 44 |
|
|
2022
Q4 | $326K | Hold |
5,127
| – | – | 0.08% | 41 |
|
|
2022
Q3 | $287K | Hold |
5,127
| – | – | 0.06% | 43 |
|
|
2022
Q2 | $323K | Sell |
5,127
-169
| -3% | -$10.6K | 0.06% | 46 |
|
|
2022
Q1 | $328K | Buy |
5,296
+29
| +0.6% | +$1.8K | 0.06% | 52 |
|
|
2021
Q4 | $312K | Buy |
5,267
+719
| +16% | +$42.6K | 0.05% | 58 |
|
|
2021
Q3 | $239K | Hold |
4,548
| – | – | 0.06% | 50 |
|
|
2021
Q2 | $246K | Sell |
4,548
-543
| -11% | -$29.4K | 0.04% | 51 |
|
|
2021
Q1 | $225K | Buy |
5,091
+543
| +12% | +$24K | 0.06% | 46 |
|
|
2020
Q4 | $249K | Hold |
4,548
| – | – | 0.05% | 42 |
|
|
2020
Q3 | $219K | Hold |
4,548
| – | – | 0.06% | 42 |
|
|
2020
Q2 | $203K | Sell |
4,548
-543
| -11% | -$24.2K | 0.07% | 41 |
|
|
2020
Q1 | $225K | Hold |
5,091
| – | – | 0.06% | 46 |
|
|
2019
Q4 | $282K | Buy |
5,091
+8
| +0.2% | +$443 | 0.05% | 42 |
|
|
2019
Q3 | $277K | Hold |
5,083
| – | – | 0.06% | 42 |
|
|
2019
Q2 | $266K | Buy |
5,083
+4
| +0.1% | +$209 | 0.06% | 41 |
|
|
2019
Q1 | $244K | Buy |
5,079
+4
| +0.1% | +$192 | 0.06% | 44 |
|
|
2018
Q4 | $250K | Buy |
5,075
+9
| +0.2% | +$443 | 0.08% | 42 |
|
|
2018
Q3 | $234K | Buy |
5,066
+4
| +0.1% | +$185 | 0.05% | 44 |
|
|
2018
Q2 | $222K | Buy |
5,062
+5
| +0.1% | +$219 | 0.05% | 43 |
|
|
2018
Q1 | $220K | Buy |
5,057
+509
| +11% | +$22.1K | 0.06% | 44 |
|
|
2017
Q4 | $209K | Hold |
4,548
| – | – | 0.06% | 40 |
|
|
2017
Q3 | $205K | Hold |
4,548
| – | – | 0.07% | 35 |
|
|
2017
Q2 | $204K | Buy |
+4,548
| New | +$204K | 0.07% | 37 |
|