5th Street Advisors’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 | – | Sell |
-3,600
| Closed | -$258K | – | 42 |
|
2025
Q1 | $258K | Buy |
+3,600
| New | +$258K | 0.12% | 41 |
|
2024
Q4 | – | Sell |
-3,600
| Closed | -$259K | – | 36 |
|
2024
Q3 | $259K | Buy |
+3,600
| New | +$259K | 0.13% | 34 |
|
2023
Q3 | – | Sell |
-3,600
| Closed | -$217K | – | 28 |
|
2023
Q2 | $217K | Buy |
+3,600
| New | +$217K | 0.16% | 25 |
|