Vanguard Personalized Indexing Management’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 | $37.1M | Buy |
523,732
+84,674
| +19% | +$5.99M | 0.42% | 30 |
|
|
2025
Q1 | $31.4M | Buy |
439,058
+37,721
| +9% | +$2.7M | 0.46% | 27 |
|
|
2024
Q4 | $25M | Buy |
401,337
+7,022
| +2% | +$437K | 0.38% | 30 |
|
|
2024
Q3 | $28.3M | Buy |
394,315
+42,747
| +12% | +$3.07M | 0.46% | 26 |
|
|
2024
Q2 | $21.9M | Buy |
351,568
+46,667
| +15% | +$2.91M | 0.42% | 29 |
|
|
2024
Q1 | $18.7M | Buy |
304,901
+53,917
| +21% | +$3.3M | 0.4% | 33 |
|
|
2023
Q4 | $14.8M | Buy |
250,984
+1,874
| +0.8% | +$110K | 0.38% | 34 |
|
|
2023
Q3 | $13.9M | Buy |
249,110
+1,632
| +0.7% | +$91.4K | 0.42% | 33 |
|
|
2023
Q2 | $14.9M | Buy |
247,478
+25,619
| +12% | +$1.54M | 0.46% | 30 |
|
|
2023
Q1 | $13.8M | Buy |
221,859
+11,831
| +6% | +$734K | 0.48% | 30 |
|
|
2022
Q4 | $13.4M | Buy |
210,028
+5,725
| +3% | +$364K | 0.55% | 26 |
|
|
2022
Q3 | $11.4M | Buy |
204,303
+8,329
| +4% | +$467K | 0.52% | 26 |
|
|
2022
Q2 | $12.3M | Buy |
195,974
+49,876
| +34% | +$3.14M | 0.57% | 22 |
|
|
2022
Q1 | $9.06M | Buy |
146,098
+23,989
| +20% | +$1.49M | 0.44% | 27 |
|
|
2021
Q4 | $7.23M | Buy |
122,109
+35,163
| +40% | +$2.08M | 0.43% | 33 |
|
|
2021
Q3 | $4.56M | Buy |
86,946
+12,690
| +17% | +$666K | 0.41% | 37 |
|
|
2021
Q2 | $4.02M | Buy |
74,256
+34,728
| +88% | +$1.88M | 0.42% | 32 |
|
|
2021
Q1 | $2.08M | Buy |
39,528
+14,922
| +61% | +$787K | 0.32% | 60 |
|
|
2020
Q4 | $1.35M | Buy |
24,606
+1,323
| +6% | +$72.5K | 0.29% | 71 |
|
|
2020
Q3 | $1.15M | Buy |
23,283
+6,843
| +42% | +$338K | 0.32% | 70 |
|
|
2020
Q2 | $735K | Sell |
16,440
-957
| -6% | -$42.8K | 0.33% | 64 |
|
|
2020
Q1 | $770K | Buy |
+17,397
| New | +$770K | 0.45% | 59 |
|