Bond & Devick Financial Network’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 | $923K | Sell |
13,040
-200
| -2% | -$14.2K | 0.31% | 54 |
|
|
2025
Q1 | $948K | Buy |
13,240
+25
| +0.2% | +$1.79K | 0.34% | 52 |
|
|
2024
Q4 | $950K | Hold |
13,215
| – | – | 0.41% | 51 |
|
|
2024
Q3 | $950K | Sell |
13,215
-200
| -1% | -$14.4K | 0.41% | 51 |
|
|
2024
Q2 | $854K | Buy |
13,415
+175
| +1% | +$11.1K | 0.46% | 42 |
|
|
2024
Q1 | $810K | Hold |
13,240
| – | – | 0.44% | 46 |
|
|
2023
Q4 | $780K | Buy |
13,240
+15
| +0.1% | +$884 | 0.44% | 49 |
|
|
2023
Q3 | $740K | Sell |
13,225
-220
| -2% | -$12.3K | 0.48% | 43 |
|
|
2023
Q2 | $810K | Hold |
13,445
| – | – | 0.5% | 38 |
|
|
2023
Q1 | $834K | Buy |
13,445
+400
| +3% | +$24.8K | 0.53% | 37 |
|
|
2022
Q4 | $830K | Hold |
13,045
| – | – | 0.59% | 35 |
|
|
2022
Q3 | $731K | Hold |
13,045
| – | – | 0.6% | 38 |
|
|
2022
Q2 | $821K | Hold |
13,045
| – | – | 0.72% | 36 |
|
|
2022
Q1 | $809K | Hold |
13,045
| – | – | 0.65% | 40 |
|
|
2021
Q4 | $772K | Buy |
13,045
+200
| +2% | +$11.8K | 0.58% | 41 |
|
|
2021
Q3 | $674K | Hold |
12,845
| – | – | 0.56% | 46 |
|
|
2021
Q2 | $695K | Hold |
12,845
| – | – | 0.57% | 46 |
|
|
2021
Q1 | $677K | Hold |
12,845
| – | – | 0.63% | 40 |
|
|
2020
Q4 | $704K | Buy |
+12,845
| New | +$704K | 0.8% | 35 |
|