Atria Wealth Solutions’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 | $8.32M | Sell |
116,730
-127,047
| -52% | -$9.05M | 0.19% | 124 |
|
|
2025
Q1 | $17.6M | Sell |
243,777
-5,291
| -2% | -$381K | 0.21% | 101 |
|
|
2024
Q4 | $15.5M | Sell |
249,068
-4,860
| -2% | -$303K | 0.17% | 125 |
|
|
2024
Q3 | $18.3M | Buy |
253,928
+11,285
| +5% | +$815K | 0.2% | 109 |
|
|
2024
Q2 | $15.5M | Buy |
242,643
+414
| +0.2% | +$26.5K | 0.17% | 122 |
|
|
2024
Q1 | $14.9M | Buy |
242,229
+12,819
| +6% | +$789K | 0.17% | 132 |
|
|
2023
Q4 | $13.5M | Sell |
229,410
-1,498
| -0.6% | -$88.3K | 0.17% | 127 |
|
|
2023
Q3 | $13M | Buy |
230,908
+9,629
| +4% | +$542K | 0.18% | 120 |
|
|
2023
Q2 | $13.4M | Buy |
221,279
+13,741
| +7% | +$832K | 0.18% | 120 |
|
|
2023
Q1 | $12.9M | Sell |
207,538
-6,894
| -3% | -$430K | 0.19% | 119 |
|
|
2022
Q4 | $13.6M | Buy |
214,432
+8,452
| +4% | +$538K | 0.22% | 104 |
|
|
2022
Q3 | $11.6M | Buy |
205,980
+65,319
| +46% | +$3.68M | 0.2% | 110 |
|
|
2022
Q2 | $8.88M | Sell |
140,661
-32,418
| -19% | -$2.05M | 0.17% | 125 |
|
|
2022
Q1 | $10.8M | Buy |
+173,079
| New | +$10.8M | 0.18% | 123 |
|