Brown Financial Advisors’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 | $1.77M | Sell |
25,088
-43
| -0.2% | -$3.04K | 0.69% | 50 |
|
|
2025
Q1 | $1.8M | Buy |
25,131
+142
| +0.6% | +$10.2K | 0.74% | 45 |
|
|
2024
Q4 | $1.56M | Buy |
24,989
+2,355
| +10% | +$147K | 0.62% | 49 |
|
|
2024
Q3 | $1.63M | Sell |
22,634
-2,523
| -10% | -$181K | 0.67% | 50 |
|
|
2024
Q2 | $1.6M | Buy |
+25,157
| New | +$1.6M | 0.72% | 43 |
|