Allen Mooney & Barnes Investment 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 | $2.95M | Buy |
41,646
+449
| +1% | +$31.8K | 0.48% | 44 |
|
|
2025
Q1 | $2.95M | Sell |
41,197
-185
| -0.4% | -$13.3K | 0.48% | 49 |
|
|
2024
Q4 | $2.58M | Buy |
41,382
+230
| +0.6% | +$14.3K | 0.43% | 47 |
|
|
2024
Q3 | $2.96M | Buy |
41,152
+1,376
| +3% | +$98.9K | 0.5% | 45 |
|
|
2024
Q2 | $2.53M | Sell |
39,776
-11,237
| -22% | -$715K | 0.45% | 48 |
|
|
2024
Q1 | $3.01M | Sell |
51,013
-6,373
| -11% | -$376K | 0.58% | 43 |
|
|
2023
Q4 | $3.38M | Buy |
57,386
+2,493
| +5% | +$147K | 0.64% | 41 |
|
|
2023
Q3 | $3.07M | Buy |
54,893
+17,391
| +46% | +$974K | 0.65% | 42 |
|
|
2023
Q2 | $2.26M | Buy |
37,502
+2,452
| +7% | +$148K | 0.5% | 47 |
|
|
2023
Q1 | $2.17M | Sell |
35,050
-3,708
| -10% | -$230K | 0.52% | 46 |
|
|
2022
Q4 | $2.47M | Sell |
38,758
-841
| -2% | -$53.5K | 0.59% | 46 |
|
|
2022
Q3 | $2.22M | Buy |
39,599
+116
| +0.3% | +$6.5K | 0.59% | 46 |
|
|
2022
Q2 | $2.48M | Sell |
39,483
-1,811
| -4% | -$114K | 0.64% | 45 |
|
|
2022
Q1 | $2.56M | Buy |
+41,294
| New | +$2.56M | 0.57% | 49 |
|