Callan Family Office’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 | $9.09M | Buy |
128,434
+79,824
| +164% | +$5.65M | 0.29% | 71 |
|
|
2025
Q1 | $3.48M | Buy |
48,610
+635
| +1% | +$45.5K | 0.26% | 85 |
|
|
2024
Q4 | $2.99M | Buy |
47,975
+42,253
| +738% | +$2.63M | 0.19% | 103 |
|
|
2024
Q3 | $411K | Buy |
5,722
+964
| +20% | +$69.3K | 0.07% | 115 |
|
|
2024
Q2 | $303K | Buy |
+4,758
| New | +$303K | 0.06% | 118 |
|