AA Financial 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 | $971K | Buy |
13,724
+1,379
| +11% | +$97.6K | 0.21% | 74 |
|
|
2025
Q1 | $884K | Buy |
12,345
+181
| +1% | +$13K | 0.22% | 75 |
|
|
2024
Q4 | $757K | Buy |
12,164
+212
| +2% | +$13.2K | 0.2% | 76 |
|
|
2024
Q3 | $859K | Buy |
11,952
+1,452
| +14% | +$104K | 0.25% | 74 |
|
|
2024
Q2 | $668K | Buy |
10,500
+2,051
| +24% | +$131K | 0.24% | 78 |
|
|
2024
Q1 | $517K | Buy |
+8,449
| New | +$517K | 0.21% | 93 |
|