Trail Ridge Investment Advisors’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 | $266K | Sell |
3,920
-7
| -0.2% | -$475 | 0.13% | 91 |
|
|
2025
Q1 | $281K | Sell |
3,927
-660
| -14% | -$47.3K | 0.14% | 85 |
|
|
2024
Q4 | $286K | Buy |
4,587
+20
| +0.4% | +$1.25K | 0.14% | 90 |
|
|
2024
Q3 | $311K | Hold |
4,567
| – | – | 0.15% | 91 |
|
|
2024
Q2 | $291K | Buy |
4,567
+208
| +5% | +$13.2K | 0.15% | 91 |
|
|
2024
Q1 | $267K | Sell |
4,359
-6,218
| -59% | -$380K | 0.15% | 91 |
|
|
2023
Q4 | $623K | Sell |
10,577
-141
| -1% | -$8.31K | 0.38% | 55 |
|
|
2023
Q3 | $600K | Buy |
10,718
+262
| +3% | +$14.7K | 0.41% | 57 |
|
|
2023
Q2 | $630K | Sell |
10,456
-565
| -5% | -$34K | 0.39% | 61 |
|
|
2023
Q1 | $684K | Sell |
11,021
-341
| -3% | -$21.2K | 0.45% | 60 |
|
|
2022
Q4 | $723K | Buy |
11,362
+112
| +1% | +$7.12K | 0.5% | 59 |
|
|
2022
Q3 | $690K | Buy |
11,250
+713
| +7% | +$43.7K | 0.46% | 63 |
|
|
2022
Q2 | $663K | Buy |
10,537
+38
| +0.4% | +$2.39K | 0.45% | 69 |
|
|
2022
Q1 | $651K | Buy |
10,499
+297
| +3% | +$18.4K | 0.4% | 70 |
|
|
2021
Q4 | $604K | Buy |
+10,202
| New | +$604K | 0.36% | 74 |
|