Carr Financial Group’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 | $285K | Buy |
4,024
+13
| +0.3% | +$920 | 0.08% | 148 |
|
|
2025
Q1 | $287K | Buy |
4,011
+300
| +8% | +$21.5K | 0.09% | 141 |
|
|
2024
Q4 | $231K | Buy |
3,711
+8
| +0.2% | +$498 | 0.07% | 167 |
|
|
2024
Q3 | $266K | Buy |
3,703
+332
| +10% | +$23.9K | 0.08% | 165 |
|
|
2024
Q2 | $215K | Buy |
+3,371
| New | +$215K | 0.07% | 179 |
|