Cetera Trust Company’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 | $2.15M | Buy |
30,371
+150
| +0.5% | +$10.6K | 1.28% | 23 |
|
|
2025
Q1 | $2.16M | Hold |
30,221
| – | – | 1.38% | 23 |
|
|
2024
Q4 | $1.88M | Buy |
30,221
+830
| +3% | +$51.7K | 1.22% | 24 |
|
|
2024
Q3 | $2.11M | Sell |
29,391
-995
| -3% | -$71.5K | 1.29% | 25 |
|
|
2024
Q2 | $1.93M | Sell |
30,386
-2,884
| -9% | -$184K | 1.21% | 26 |
|
|
2024
Q1 | $2.04M | Buy |
33,270
+1,025
| +3% | +$62.7K | 1.22% | 27 |
|
|
2023
Q4 | $1.9M | Buy |
+32,245
| New | +$1.9M | 1.18% | 29 |
|