Catalyst Financial 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 | $1.68M | Buy |
23,696
+1,136
| +5% | +$80.4K | 0.18% | 44 |
|
|
2025
Q1 | $1.62M | Buy |
22,560
+934
| +4% | +$66.9K | 0.3% | 43 |
|
|
2024
Q4 | $1.35M | Buy |
21,626
+844
| +4% | +$52.5K | 0.25% | 49 |
|
|
2024
Q3 | $1.49M | Buy |
20,782
+577
| +3% | +$41.5K | 0.29% | 45 |
|
|
2024
Q2 | $1.29M | Buy |
20,205
+1,312
| +7% | +$83.5K | 0.28% | 48 |
|
|
2024
Q1 | $1.11M | Buy |
18,893
+2,247
| +13% | +$131K | 0.28% | 44 |
|
|
2023
Q4 | $981K | Sell |
16,646
-45
| -0.3% | -$2.65K | 0.28% | 47 |
|
|
2023
Q3 | $934K | Buy |
16,691
+51
| +0.3% | +$2.86K | 0.3% | 46 |
|
|
2023
Q2 | $1M | Buy |
16,640
+1,169
| +8% | +$70.4K | 0.36% | 39 |
|
|
2023
Q1 | $960K | Buy |
15,471
+1,425
| +10% | +$88.4K | 0.41% | 36 |
|
|
2022
Q4 | $893K | Buy |
+14,046
| New | +$893K | 0.46% | 34 |
|