Braun-Bostich & Associates’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 | $308K | Buy |
4,356
+48
| +1% | +$3.4K | 0.21% | 85 |
|
|
2025
Q1 | $309K | Buy |
4,308
+159
| +4% | +$11.4K | 0.23% | 82 |
|
|
2024
Q4 | $258K | Buy |
4,149
+110
| +3% | +$6.85K | 0.19% | 87 |
|
|
2024
Q3 | $290K | Buy |
4,039
+123
| +3% | +$8.84K | 0.2% | 81 |
|
|
2024
Q2 | $249K | Buy |
+3,916
| New | +$249K | 0.19% | 89 |
|
|
2020
Q4 | – | Sell |
-4,378
| Closed | -$216K | – | 139 |
|
|
2020
Q3 | $216K | Sell |
4,378
-4,704
| -52% | -$232K | 0.21% | 85 |
|
|
2020
Q2 | $406K | Hold |
9,082
| – | – | 0.4% | 49 |
|
|
2020
Q1 | $383K | Sell |
9,082
-541
| -6% | -$22.8K | 0.49% | 46 |
|
|
2019
Q4 | $529K | Buy |
9,623
+2,381
| +33% | +$131K | 0.52% | 39 |
|
|
2019
Q3 | $394K | Buy |
7,242
+237
| +3% | +$12.9K | 0.46% | 46 |
|
|
2019
Q2 | $357K | Buy |
7,005
+2,571
| +58% | +$131K | 0.37% | 50 |
|
|
2019
Q1 | $208K | Buy |
4,434
+3,694
| +499% | +$173K | 0.22% | 96 |
|
|
2018
Q4 | $35K | Hold |
740
| – | – | 0.04% | 191 |
|
|
2018
Q3 | $34K | Buy |
740
+80
| +12% | +$3.68K | 0.03% | 192 |
|
|
2018
Q2 | $29K | Sell |
660
-1,260
| -66% | -$55.4K | 0.03% | 199 |
|
|
2018
Q1 | $83K | Sell |
1,920
-463
| -19% | -$20K | 0.07% | 141 |
|
|
2017
Q4 | $109K | Buy |
+2,383
| New | +$109K | 0.09% | 132 |
|