Barlow Wealth Partners’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 | $1.12M | Buy |
15,747
+187
| +1% | +$13.3K | 0.13% | 55 |
|
|
2025
Q1 | $1.12M | Buy |
15,560
+1,000
| +7% | +$71.9K | 0.15% | 54 |
|
|
2024
Q4 | $899K | Buy |
14,560
+32
| +0.2% | +$1.98K | 0.11% | 60 |
|
|
2024
Q3 | $1M | Hold |
14,528
| – | – | 0.13% | 64 |
|
|
2024
Q2 | $956K | Hold |
14,528
| – | – | 0.13% | 65 |
|
|
2024
Q1 | $847K | Hold |
14,528
| – | – | 0.12% | 72 |
|
|
2023
Q4 | $856K | Buy |
+14,528
| New | +$856K | 0.12% | 71 |
|