VCM
Vision Capital Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
6,188
-1,003
| -14% | -$71K | 0.06% | 100 |
|
|
2025
Q1 | $515K | Hold |
7,191
| – | – | 0.07% | 92 |
|
|
2024
Q4 | $448K | Buy |
7,191
+103
| +1% | +$6.41K | 0.07% | 95 |
|
|
2024
Q3 | $509K | Hold |
7,088
| – | – | 0.07% | 94 |
|
|
2024
Q2 | $451K | Hold |
7,088
| – | – | 0.07% | 95 |
|
|
2024
Q1 | $434K | Hold |
7,088
| – | – | 0.06% | 95 |
|
|
2023
Q4 | $418K | Buy |
+7,088
| New | +$418K | 0.07% | 97 |
|
|
2023
Q3 | – | Sell |
-5,288
| Closed | -$318K | – | 90 |
|
|
2023
Q2 | $318K | Hold |
5,288
| – | – | 0.05% | 88 |
|
|
2023
Q1 | $328K | Sell |
5,288
-100
| -2% | -$6.2K | 0.06% | 88 |
|
|
2022
Q4 | $343K | Buy |
5,388
+100
| +2% | +$6.36K | 0.07% | 83 |
|
|
2022
Q3 | $296K | Hold |
5,288
| – | – | 0.06% | 84 |
|
|
2022
Q2 | $333K | Sell |
5,288
-552
| -9% | -$34.8K | 0.06% | 85 |
|
|
2022
Q1 | $362K | Hold |
5,840
| – | – | 0.06% | 90 |
|
|
2021
Q4 | $346K | Hold |
5,840
| – | – | 0.05% | 94 |
|
|
2021
Q3 | $306K | Hold |
5,840
| – | – | 0.05% | 93 |
|
|
2021
Q2 | $316K | Hold |
5,840
| – | – | 0.05% | 94 |
|
|
2021
Q1 | $308K | Hold |
5,840
| – | – | 0.05% | 94 |
|
|
2020
Q4 | $320K | Sell |
5,840
-96
| -2% | -$5.26K | 0.06% | 93 |
|
|
2020
Q3 | $293K | Hold |
5,936
| – | – | 0.06% | 88 |
|
|
2020
Q2 | $265K | Sell |
5,936
-54
| -0.9% | -$2.41K | 0.06% | 93 |
|
|
2020
Q1 | $265K | Hold |
5,990
| – | – | 0.07% | 84 |
|
|
2019
Q4 | $332K | Buy |
+5,990
| New | +$332K | 0.08% | 78 |
|