Waterloo Capital’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 | $3.63M | Buy |
51,326
+4,657
| +10% | +$329K | 0.29% | 82 |
|
|
2025
Q1 | $3.34M | Buy |
46,669
+7,254
| +18% | +$520K | 0.31% | 86 |
|
|
2024
Q4 | $2.45M | Buy |
39,415
+4,118
| +12% | +$256K | 0.26% | 96 |
|
|
2024
Q3 | $2.54M | Buy |
35,297
+24,713
| +233% | +$1.78M | 0.28% | 91 |
|
|
2024
Q2 | $674K | Buy |
10,584
+6,213
| +142% | +$395K | 0.08% | 184 |
|
|
2024
Q1 | $267K | Buy |
+4,371
| New | +$267K | 0.03% | 303 |
|
|
2023
Q2 | – | Sell |
-5,552
| Closed | -$344K | – | 239 |
|
|
2023
Q1 | $344K | Buy |
+5,552
| New | +$344K | 0.11% | 119 |
|