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