Bleakley Financial Group’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 | $9.88M | Buy |
139,597
+17,073
| +14% | +$1.21M | 0.25% | 75 |
|
|
2025
Q1 | $8.78M | Buy |
122,524
+2,044
| +2% | +$146K | 0.28% | 68 |
|
|
2024
Q4 | $7.5M | Sell |
120,480
-735
| -0.6% | -$45.8K | 0.23% | 72 |
|
|
2024
Q3 | $8.71M | Sell |
121,215
-3,240
| -3% | -$233K | 0.27% | 60 |
|
|
2024
Q2 | $7.92M | Sell |
124,455
-2,631
| -2% | -$167K | 0.23% | 82 |
|
|
2024
Q1 | $7.78M | Buy |
127,086
+2,638
| +2% | +$161K | 0.23% | 84 |
|
|
2023
Q4 | $7.33M | Sell |
124,448
-6,010
| -5% | -$354K | 0.23% | 81 |
|
|
2023
Q3 | $7.3M | Sell |
130,458
-17,411
| -12% | -$975K | 0.26% | 78 |
|
|
2023
Q2 | $8.9M | Buy |
147,869
+13,633
| +10% | +$821K | 0.28% | 64 |
|
|
2023
Q1 | $8.33M | Buy |
134,236
+5,879
| +5% | +$365K | 0.28% | 72 |
|
|
2022
Q4 | $8.16M | Buy |
+128,357
| New | +$8.16M | 0.29% | 66 |
|