Cardiff Park 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 | $557K | Buy |
7,873
+4
| +0.1% | +$283 | 0.05% | 157 |
|
|
2025
Q1 | $564K | Hold |
7,869
| – | – | 0.05% | 149 |
|
|
2024
Q4 | $490K | Buy |
7,869
+9
| +0.1% | +$560 | 0.05% | 158 |
|
|
2024
Q3 | $565K | Buy |
7,860
+5
| +0.1% | +$359 | 0.05% | 150 |
|
|
2024
Q2 | $500K | Buy |
7,855
+5
| +0.1% | +$318 | 0.05% | 156 |
|
|
2024
Q1 | $480K | Buy |
7,850
+256
| +3% | +$15.7K | 0.05% | 163 |
|
|
2023
Q4 | $448K | Buy |
7,594
+357
| +5% | +$21K | 0.05% | 156 |
|
|
2023
Q3 | $405K | Hold |
7,237
| – | – | 0.05% | 154 |
|
|
2023
Q2 | $436K | Sell |
7,237
-384
| -5% | -$23.1K | 0.05% | 160 |
|
|
2023
Q1 | $473K | Sell |
7,621
-52
| -0.7% | -$3.23K | 0.06% | 144 |
|
|
2022
Q4 | $488K | Sell |
7,673
-72
| -0.9% | -$4.58K | 0.07% | 143 |
|
|
2022
Q3 | $434K | Buy |
7,745
+596
| +8% | +$33.4K | 0.07% | 149 |
|
|
2022
Q2 | $450K | Buy |
7,149
+76
| +1% | +$4.78K | 0.07% | 149 |
|
|
2022
Q1 | $439K | Sell |
7,073
-31
| -0.4% | -$1.92K | 0.06% | 150 |
|
|
2021
Q4 | $421K | Buy |
+7,104
| New | +$421K | 0.06% | 156 |
|