Barrett & Company’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 | $197K | Hold |
2,781
| – | – | 0.07% | 145 |
|
|
2025
Q1 | $199K | Hold |
2,781
| – | – | 0.09% | 134 |
|
|
2024
Q4 | $173K | Buy |
2,781
+1
| +0% | +$62 | 0.07% | 146 |
|
|
2024
Q3 | $200K | Sell |
2,780
-1
| -0% | -$72 | 0.09% | 137 |
|
|
2024
Q2 | $177K | Sell |
2,781
-40
| -1% | -$2.55K | 0.08% | 140 |
|
|
2024
Q1 | $173K | Sell |
2,821
-20
| -0.7% | -$1.22K | 0.08% | 139 |
|
|
2023
Q4 | $167K | Hold |
2,841
| – | – | 0.09% | 138 |
|
|
2023
Q3 | $159K | Hold |
2,841
| – | – | 0.09% | 138 |
|
|
2023
Q2 | $171K | Buy |
2,841
+500
| +21% | +$30.1K | 0.1% | 138 |
|
|
2023
Q1 | $145K | Buy |
2,341
+170
| +8% | +$10.5K | 0.09% | 144 |
|
|
2022
Q4 | $138K | Hold |
2,171
| – | – | 0.09% | 137 |
|
|
2022
Q3 | $138K | Buy |
+2,171
| New | +$138K | 0.09% | 137 |
|