CCG Wealth Management’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 | $308K | Buy |
4,351
+23
| +0.5% | +$1.63K | 0.16% | 60 |
|
|
2025
Q1 | $310K | Buy |
4,328
+460
| +12% | +$32.9K | 0.19% | 56 |
|
|
2024
Q4 | $241K | Buy |
3,868
+254
| +7% | +$15.8K | 0.13% | 63 |
|
|
2024
Q3 | $260K | Buy |
3,614
+149
| +4% | +$10.7K | 0.15% | 60 |
|
|
2024
Q2 | $221K | Buy |
+3,465
| New | +$221K | 0.12% | 62 |
|