Barnes Pettey Financial 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 | – | Sell |
-2,836
| Closed | -$203K | – | 112 |
|
|
2025
Q1 | $203K | Buy |
+2,836
| New | +$203K | 0.16% | 97 |
|
|
2024
Q4 | – | Sell |
-2,859
| Closed | -$205K | – | 103 |
|
|
2024
Q3 | $205K | Buy |
+2,859
| New | +$205K | 0.16% | 97 |
|
|
2024
Q1 | – | Sell |
-4,424
| Closed | -$261K | – | 99 |
|
|
2023
Q4 | $261K | Hold |
4,424
| – | – | 0.21% | 80 |
|
|
2023
Q3 | $248K | Buy |
4,424
+81
| +2% | +$4.53K | 0.23% | 80 |
|
|
2023
Q2 | $262K | Sell |
4,343
-117
| -3% | -$7.05K | 0.23% | 83 |
|
|
2023
Q1 | $277K | Sell |
4,460
-339
| -7% | -$21K | 0.26% | 79 |
|
|
2022
Q4 | $305K | Buy |
4,799
+50
| +1% | +$3.18K | 0.31% | 69 |
|
|
2022
Q3 | $266K | Buy |
4,749
+66
| +1% | +$3.7K | 0.36% | 71 |
|
|
2022
Q2 | $295K | Buy |
4,683
+1,001
| +27% | +$63.1K | 0.38% | 64 |
|
|
2022
Q1 | $228K | Hold |
3,682
| – | – | 0.28% | 82 |
|
|
2021
Q4 | $218K | Buy |
+3,682
| New | +$218K | 0.25% | 86 |
|