Trust Company of the South’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 | $409K | Buy |
5,779
+252
| +5% | +$17.8K | 0.07% | 84 |
|
|
2025
Q1 | $396K | Buy |
5,527
+71
| +1% | +$5.09K | 0.08% | 82 |
|
|
2024
Q4 | $340K | Sell |
5,456
-829
| -13% | -$51.6K | 0.07% | 93 |
|
|
2024
Q3 | $452K | Buy |
6,285
+2,378
| +61% | +$171K | 0.1% | 77 |
|
|
2024
Q2 | $249K | Hold |
3,907
| – | – | 0.06% | 102 |
|
|
2024
Q1 | $239K | Sell |
3,907
-567
| -13% | -$34.7K | 0.06% | 105 |
|
|
2023
Q4 | $264K | Buy |
+4,474
| New | +$264K | 0.07% | 94 |
|