Canopy Partners’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 | $487K | Sell |
6,881
-204
| -3% | -$14.4K | 0.18% | 110 |
|
|
2025
Q1 | $507K | Buy |
7,085
+448
| +7% | +$32.1K | 0.2% | 103 |
|
|
2024
Q4 | $413K | Buy |
6,637
+578
| +10% | +$36K | 0.16% | 111 |
|
|
2024
Q3 | $435K | Sell |
6,059
-70
| -1% | -$5.03K | 0.19% | 104 |
|
|
2024
Q2 | $390K | Buy |
6,129
+209
| +4% | +$13.3K | 0.18% | 110 |
|
|
2024
Q1 | $362K | Buy |
5,920
+832
| +16% | +$50.9K | 0.18% | 111 |
|
|
2023
Q4 | $300K | Buy |
+5,088
| New | +$300K | 0.18% | 108 |
|