Brady Family Wealth’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 | $1.35M | Hold |
19,069
| – | – | 0.42% | 57 |
|
2025
Q1 | $1.37M | Buy |
19,069
+13
| +0.1% | +$931 | 0.44% | 55 |
|
2024
Q4 | $1.19M | Sell |
19,056
-508
| -3% | -$31.6K | 0.36% | 61 |
|
2024
Q3 | $1.41M | Buy |
19,564
+35
| +0.2% | +$2.52K | 0.42% | 57 |
|
2024
Q2 | $1.24M | Buy |
19,529
+38
| +0.2% | +$2.42K | 0.4% | 59 |
|
2024
Q1 | $1.19M | Sell |
19,491
-1,163
| -6% | -$71.2K | 0.39% | 59 |
|
2023
Q4 | $1.22M | Buy |
20,654
+96
| +0.5% | +$5.66K | 0.42% | 57 |
|
2023
Q3 | $1.15M | Buy |
20,558
+29
| +0.1% | +$1.62K | 0.44% | 56 |
|
2023
Q2 | $1.24M | Buy |
20,529
+28
| +0.1% | +$1.69K | 0.46% | 56 |
|
2023
Q1 | $1.27M | Buy |
20,501
+33
| +0.2% | +$2.05K | 0.5% | 54 |
|
2022
Q4 | $1.3M | Buy |
+20,468
| New | +$1.3M | 0.54% | 52 |
|