Baron Silver Stevens 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 | $325K | Buy |
4,594
+178
| +4% | +$12.6K | 0.05% | 102 |
|
|
2025
Q1 | $316K | Buy |
4,416
+208
| +5% | +$14.9K | 0.06% | 92 |
|
|
2024
Q4 | $262K | Hold |
4,208
| – | – | 0.04% | 101 |
|
|
2024
Q3 | $302K | Sell |
4,208
-32
| -0.8% | -$2.3K | 0.05% | 93 |
|
|
2024
Q2 | $270K | Sell |
4,240
-506
| -11% | -$32.2K | 0.05% | 97 |
|
|
2024
Q1 | $290K | Sell |
4,746
-104
| -2% | -$6.36K | 0.06% | 98 |
|
|
2023
Q4 | $286K | Buy |
4,850
+93
| +2% | +$5.48K | 0.06% | 87 |
|
|
2023
Q3 | $266K | Buy |
4,757
+397
| +9% | +$22.2K | 0.06% | 85 |
|
|
2023
Q2 | $263K | Buy |
4,360
+4
| +0.1% | +$241 | 0.06% | 89 |
|
|
2023
Q1 | $270K | Buy |
4,356
+414
| +11% | +$25.7K | 0.07% | 82 |
|
|
2022
Q4 | $251K | Buy |
+3,942
| New | +$251K | 0.06% | 79 |
|
|
2022
Q3 | – | Sell |
-6,236
| Closed | -$392K | – | 128 |
|
|
2022
Q2 | $392K | Buy |
6,236
+1,577
| +34% | +$99.1K | 0.1% | 67 |
|
|
2022
Q1 | $288K | Buy |
4,659
+94
| +2% | +$5.81K | 0.07% | 71 |
|
|
2021
Q4 | $270K | Buy |
4,565
+369
| +9% | +$21.8K | 0.06% | 68 |
|
|
2021
Q3 | $220K | Sell |
4,196
-1,657
| -28% | -$86.9K | 0.06% | 71 |
|
|
2021
Q2 | $316K | Buy |
+5,853
| New | +$316K | 0.09% | 61 |
|
|
2021
Q1 | – | Sell |
-3,581
| Closed | -$196K | – | 269 |
|
|
2020
Q4 | $196K | Buy |
+3,581
| New | +$196K | 0.07% | 64 |
|