Carson Advisory’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 | $1.65M | Buy |
23,284
+472
| +2% | +$33.4K | 1.05% | 21 |
|
|
2025
Q1 | $1.63M | Sell |
22,812
-980
| -4% | -$70.2K | 1.1% | 23 |
|
|
2024
Q4 | $1.48M | Sell |
23,792
-252
| -1% | -$15.7K | 1.03% | 26 |
|
|
2024
Q3 | $1.73M | Sell |
24,044
-2,160
| -8% | -$155K | 1.08% | 22 |
|
|
2024
Q2 | $1.67M | Buy |
26,204
+1,321
| +5% | +$84.1K | 1.17% | 22 |
|
|
2024
Q1 | $1.52M | Sell |
24,883
-100
| -0.4% | -$6.12K | 1.07% | 22 |
|
|
2023
Q4 | $1.47M | Sell |
24,983
-82
| -0.3% | -$4.83K | 1.14% | 23 |
|
|
2023
Q3 | $1.4M | Buy |
25,065
+2,142
| +9% | +$120K | 1.23% | 20 |
|
|
2023
Q2 | $1.38M | Sell |
22,923
-25
| -0.1% | -$1.51K | 1.17% | 22 |
|
|
2023
Q1 | $1.42M | Buy |
22,948
+100
| +0.4% | +$6.2K | 1.27% | 20 |
|
|
2022
Q4 | $1.45M | Buy |
22,848
+27
| +0.1% | +$1.72K | 1.39% | 18 |
|
|
2022
Q3 | $1.28M | Buy |
22,821
+7
| +0% | +$392 | 1.42% | 17 |
|
|
2022
Q2 | $1.44M | Buy |
22,814
+423
| +2% | +$26.6K | 1.6% | 16 |
|
|
2022
Q1 | $1.39M | Sell |
22,391
-349
| -2% | -$21.6K | 1.38% | 17 |
|
|
2021
Q4 | $1.35M | Buy |
+22,740
| New | +$1.35M | 1.36% | 18 |
|