Veritas Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,615
| Closed | -$251K | – | 63 |
|
|
2020
Q2 | $251K | Buy |
5,615
+1,685
| +43% | +$75.3K | 0.02% | 40 |
|
|
2020
Q1 | $174K | Buy |
+3,930
| New | +$174K | 0.01% | 49 |
|
|
2019
Q4 | – | Sell |
-6,290
| Closed | -$342K | – | 67 |
|
|
2019
Q3 | $342K | Buy |
+6,290
| New | +$342K | 0.03% | 39 |
|
|
2019
Q2 | – | Sell |
-3,000
| Closed | -$141K | – | 59 |
|
|
2019
Q1 | $141K | Sell |
3,000
-686
| -19% | -$32.2K | 0.01% | 47 |
|
|
2018
Q4 | $174K | Buy |
3,686
+686
| +23% | +$32.4K | 0.02% | 43 |
|
|
2018
Q3 | $139K | Hold |
3,000
| – | – | 0.01% | 54 |
|
|
2018
Q2 | $132K | Hold |
3,000
| – | – | 0.02% | 43 |
|
|
2018
Q1 | $130K | Hold |
3,000
| – | – | 0.02% | 45 |
|
|
2017
Q4 | $138K | Hold |
3,000
| – | – | 0.02% | 46 |
|
|
2017
Q3 | $135K | Buy |
+3,000
| New | +$135K | 0.02% | 47 |
|
|
2015
Q2 | – | Sell |
-8,408
| Closed | -$341K | – | 71 |
|
|
2015
Q1 | $341K | Buy |
+8,408
| New | +$341K | 0.11% | 36 |
|