Alpha Family Trust’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 | $921K | Hold |
13,020
| – | – | 0.46% | 40 |
|
|
2025
Q1 | $932K | Buy |
13,020
+5,975
| +85% | +$428K | 0.54% | 38 |
|
|
2024
Q4 | $439K | Hold |
7,045
| – | – | 0.25% | 65 |
|
|
2024
Q3 | $506K | Hold |
7,045
| – | – | 0.28% | 59 |
|
|
2024
Q2 | $448K | Buy |
7,045
+1,245
| +21% | +$79.2K | 0.26% | 63 |
|
|
2024
Q1 | $355K | Buy |
5,800
+1,215
| +26% | +$74.3K | 0.21% | 86 |
|
|
2023
Q4 | $270K | Sell |
4,585
-7,315
| -61% | -$431K | 0.18% | 104 |
|
|
2023
Q3 | $666K | Buy |
11,900
+5,635
| +90% | +$315K | 0.51% | 37 |
|
|
2023
Q2 | $377K | Hold |
6,265
| – | – | 0.26% | 63 |
|
|
2023
Q1 | $389K | Buy |
6,265
+1,665
| +36% | +$103K | 0.31% | 64 |
|
|
2022
Q4 | $293K | Buy |
+4,600
| New | +$293K | 0.26% | 80 |
|
|
2022
Q3 | – | Sell |
-5,895
| Closed | -$371K | – | 53 |
|
|
2022
Q2 | $371K | Buy |
+5,895
| New | +$371K | 0.24% | 29 |
|