Burkett Financial Services’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 | $397K | Buy |
5,612
+40
| +0.7% | +$2.83K | 0.14% | 39 |
|
|
2025
Q1 | $399K | Hold |
5,572
| – | – | 0.16% | 36 |
|
|
2024
Q4 | $347K | Buy |
5,572
+221
| +4% | +$13.8K | 0.14% | 39 |
|
|
2024
Q3 | $385K | Buy |
5,351
+41
| +0.8% | +$2.95K | 0.16% | 37 |
|
|
2024
Q2 | $338K | Sell |
5,310
-68
| -1% | -$4.33K | 0.17% | 35 |
|
|
2024
Q1 | $329K | Hold |
5,378
| – | – | 0.17% | 36 |
|
|
2023
Q4 | $317K | Buy |
+5,378
| New | +$317K | 0.18% | 38 |
|