Ulland 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 | $1K | Hold |
20
| – | – | ﹤0.01% | 206 |
|
|
2025
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 210 |
|
|
2024
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 204 |
|
|
2024
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 195 |
|
|
2024
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 213 |
|
|
2024
Q1 | $1K | Sell |
20
-40
| -67% | -$2K | ﹤0.01% | 219 |
|
|
2023
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 176 |
|
|
2023
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 194 |
|
|
2023
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 191 |
|
|
2023
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 181 |
|
|
2022
Q4 | $4K | Sell |
60
-700
| -92% | -$46.7K | ﹤0.01% | 187 |
|
|
2022
Q3 | $43K | Hold |
760
| – | – | 0.05% | 99 |
|
|
2022
Q2 | $48K | Hold |
760
| – | – | 0.05% | 100 |
|
|
2022
Q1 | $47K | Buy |
760
+40
| +6% | +$2.47K | 0.04% | 110 |
|
|
2021
Q4 | $43K | Buy |
+720
| New | +$43K | 0.03% | 111 |
|