Acorn Financial Advisory Services’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 | $560K | Sell |
7,910
-14
| -0.2% | -$991 | 0.09% | 108 |
|
|
2025
Q1 | $568K | Sell |
7,924
-225
| -3% | -$16.1K | 0.1% | 96 |
|
|
2024
Q4 | $507K | Buy |
8,149
+91
| +1% | +$5.67K | 0.08% | 119 |
|
|
2024
Q3 | $579K | Sell |
8,058
-831
| -9% | -$59.7K | 0.1% | 94 |
|
|
2024
Q2 | $566K | Buy |
8,889
+208
| +2% | +$13.2K | 0.11% | 98 |
|
|
2024
Q1 | $531K | Sell |
8,681
-2,470
| -22% | -$151K | 0.1% | 101 |
|
|
2023
Q4 | $657K | Buy |
11,151
+186
| +2% | +$11K | 0.12% | 111 |
|
|
2023
Q3 | $614K | Buy |
10,965
+651
| +6% | +$36.4K | 0.11% | 117 |
|
|
2023
Q2 | $621K | Sell |
10,314
-809
| -7% | -$48.7K | 0.11% | 113 |
|
|
2023
Q1 | $690K | Hold |
11,123
| – | – | 0.13% | 104 |
|
|
2022
Q4 | $708K | Sell |
11,123
-972
| -8% | -$61.8K | 0.15% | 95 |
|
|
2022
Q3 | $677K | Sell |
12,095
-819
| -6% | -$45.8K | 0.16% | 100 |
|
|
2022
Q2 | $813K | Buy |
12,914
+37
| +0.3% | +$2.33K | 0.19% | 77 |
|
|
2022
Q1 | $798K | Buy |
12,877
+8,869
| +221% | +$550K | 0.16% | 92 |
|
|
2021
Q4 | $237K | Sell |
4,008
-627
| -14% | -$37.1K | 0.05% | 199 |
|
|
2021
Q3 | $243K | Sell |
4,635
-1,533
| -25% | -$80.4K | 0.08% | 193 |
|
|
2021
Q2 | $334K | Sell |
6,168
-38
| -0.6% | -$2.06K | 0.1% | 182 |
|
|
2021
Q1 | $327K | Hold |
6,206
| – | – | 0.12% | 163 |
|
|
2020
Q4 | $341K | Buy |
6,206
+31
| +0.5% | +$1.7K | 0.13% | 167 |
|
|
2020
Q3 | $305K | Buy |
6,175
+798
| +15% | +$39.4K | 0.16% | 157 |
|
|
2020
Q2 | $241K | Buy |
5,377
+430
| +9% | +$19.3K | 0.17% | 171 |
|
|
2020
Q1 | $219K | Buy |
4,947
+992
| +25% | +$43.9K | 0.22% | 144 |
|
|
2019
Q4 | $219K | Buy |
+3,955
| New | +$219K | 0.18% | 154 |
|