Tucker Asset Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $237K | Sell |
3,813
-1,037
| -21% | -$64.6K | 0.03% | 118 |
|
|
2024
Q3 | $349K | Sell |
4,850
-3,450
| -42% | -$248K | 0.08% | 83 |
|
|
2024
Q2 | $528K | Sell |
8,300
-873
| -10% | -$55.6K | 0.12% | 55 |
|
|
2024
Q1 | $561K | Sell |
9,173
-3,230
| -26% | -$198K | 0.13% | 49 |
|
|
2023
Q4 | $731K | Sell |
12,403
-690
| -5% | -$40.7K | 0.18% | 38 |
|
|
2023
Q3 | $733K | Buy |
13,093
+4,041
| +45% | +$226K | 0.2% | 37 |
|
|
2023
Q2 | $545K | Buy |
9,052
+4,749
| +110% | +$286K | 0.16% | 35 |
|
|
2023
Q1 | $267K | Buy |
4,303
+957
| +29% | +$59.4K | 0.08% | 63 |
|
|
2022
Q4 | $214K | Sell |
3,346
-18
| -0.5% | -$1.15K | 0.07% | 49 |
|
|
2022
Q3 | $201K | Sell |
3,364
-231
| -6% | -$13.8K | 0.07% | 39 |
|
|
2022
Q2 | $226K | Buy |
3,595
+559
| +18% | +$35.2K | 0.07% | 21 |
|
|
2022
Q1 | $188K | Buy |
3,036
+428
| +16% | +$26.5K | 0.06% | 25 |
|
|
2021
Q4 | $153K | Buy |
2,608
+290
| +13% | +$17K | 0.05% | 27 |
|
|
2021
Q3 | $131K | Buy |
2,318
+1,719
| +287% | +$96.9K | 0.05% | 32 |
|
|
2021
Q2 | $32.4K | Hold |
599
| – | – | 0.01% | 98 |
|
|
2021
Q1 | $31.6K | Buy |
599
+246
| +70% | +$13K | 0.02% | 100 |
|
|
2020
Q4 | $19.4K | Buy |
+353
| New | +$19.4K | 0.01% | 147 |
|