TCM
TruNorth Capital Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Sell |
1,658
-547
| -25% | -$38.7K | 0.03% | 108 |
|
|
2025
Q1 | $158K | Buy |
2,205
+547
| +33% | +$39.2K | 0.04% | 116 |
|
|
2024
Q4 | $103K | Hold |
1,658
| – | – | 0.03% | 99 |
|
|
2024
Q3 | $119K | Buy |
1,658
+597
| +56% | +$42.9K | 0.04% | 89 |
|
|
2024
Q2 | $67.5K | Buy |
+1,061
| New | +$67.5K | 0.02% | 107 |
|