CFFP
Center for Financial Planning’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
22,787
+100
| +0.4% | +$7.08K | 0.18% | 45 |
|
|
2025
Q1 | $1.62M | Sell |
22,687
-200
| -0.9% | -$14.3K | 0.21% | 45 |
|
|
2024
Q4 | $1.42M | Sell |
22,887
-310
| -1% | -$19.3K | 0.19% | 49 |
|
|
2024
Q3 | $1.67M | Sell |
23,197
-927
| -4% | -$66.6K | 0.23% | 41 |
|
|
2024
Q2 | $1.54M | Hold |
24,124
| – | – | 0.22% | 42 |
|
|
2024
Q1 | $1.48M | Buy |
24,124
+713
| +3% | +$43.6K | 0.22% | 43 |
|
|
2023
Q4 | $1.38M | Buy |
23,411
+200
| +0.9% | +$11.8K | 0.25% | 40 |
|
|
2023
Q3 | $1.3M | Sell |
23,211
-73
| -0.3% | -$4.09K | 0.28% | 39 |
|
|
2023
Q2 | $1.4M | Buy |
23,284
+73
| +0.3% | +$4.4K | 0.29% | 39 |
|
|
2023
Q1 | $1.44M | Sell |
23,211
-2
| -0% | -$124 | 0.33% | 39 |
|
|
2022
Q4 | $1.48M | Hold |
23,213
| – | – | 0.36% | 32 |
|
|
2022
Q3 | $1.3M | Hold |
23,213
| – | – | 0.35% | 33 |
|
|
2022
Q2 | $1.46M | Hold |
23,213
| – | – | 0.37% | 30 |
|
|
2022
Q1 | $1.44M | Sell |
23,213
-225
| -1% | -$13.9K | 0.3% | 36 |
|
|
2021
Q4 | $1.39M | Sell |
23,438
-40
| -0.2% | -$2.37K | 0.28% | 38 |
|
|
2021
Q3 | $1.23M | Sell |
23,478
-140
| -0.6% | -$7.35K | 0.3% | 39 |
|
|
2021
Q2 | $1.28M | Buy |
23,618
+200
| +0.9% | +$10.8K | 0.31% | 39 |
|
|
2021
Q1 | $1.23M | Sell |
23,418
-896
| -4% | -$47.2K | 0.32% | 38 |
|
|
2020
Q4 | $1.33M | Sell |
24,314
-211
| -0.9% | -$11.6K | 0.38% | 27 |
|
|
2020
Q3 | $1.21M | Buy |
24,525
+58
| +0.2% | +$2.86K | 0.39% | 29 |
|
|
2020
Q2 | $1.09M | Sell |
24,467
-748
| -3% | -$33.4K | 0.38% | 31 |
|
|
2020
Q1 | $1.12M | Buy |
25,215
+839
| +3% | +$37.1K | 0.38% | 25 |
|
|
2019
Q4 | $1.35M | Buy |
+24,376
| New | +$1.35M | 0.34% | 27 |
|