Zullo Investment Group’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 | $691K | Sell |
9,772
-9,142
| -48% | -$647K | 0.28% | 73 |
|
2025
Q1 | $1.35M | Buy |
18,914
+293
| +2% | +$21K | 0.58% | 43 |
|
2024
Q4 | $1.16M | Buy |
18,621
+192
| +1% | +$12K | 0.47% | 48 |
|
2024
Q3 | $1.32M | Buy |
18,429
+11
| +0.1% | +$790 | 0.55% | 42 |
|
2024
Q2 | $1.17M | Sell |
18,418
-150
| -0.8% | -$9.55K | 0.51% | 48 |
|
2024
Q1 | $1.14M | Buy |
18,568
+1
| +0% | +$61 | 0.53% | 47 |
|
2023
Q4 | $1.09M | Buy |
18,567
+235
| +1% | +$13.8K | 0.56% | 47 |
|
2023
Q3 | $1.03M | Buy |
18,332
+718
| +4% | +$40.2K | 0.6% | 42 |
|
2023
Q2 | $1.06M | Sell |
17,614
-1,864
| -10% | -$112K | 0.61% | 44 |
|
2023
Q1 | $1.21M | Buy |
19,478
+142
| +0.7% | +$8.81K | 0.75% | 37 |
|
2022
Q4 | $1.23M | Buy |
19,336
+119
| +0.6% | +$7.57K | 0.75% | 33 |
|
2022
Q3 | $1.08M | Sell |
19,217
-714
| -4% | -$40K | 0.7% | 35 |
|
2022
Q2 | $1.25M | Sell |
19,931
-306
| -2% | -$19.3K | 0.78% | 28 |
|
2022
Q1 | $1.26M | Sell |
20,237
-649
| -3% | -$40.2K | 0.65% | 31 |
|
2021
Q4 | $1.24M | Buy |
+20,886
| New | +$1.24M | 0.64% | 30 |
|