Clayton Financial Group’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 | – | Sell |
-5,852
| Closed | -$419K | – | 74 |
|
|
2025
Q1 | $419K | Hold |
5,852
| – | – | 0.15% | 74 |
|
|
2024
Q4 | $364K | Buy |
5,852
+263
| +5% | +$16.4K | 0.13% | 82 |
|
|
2024
Q3 | $402K | Buy |
5,589
+1,179
| +27% | +$84.7K | 0.15% | 78 |
|
|
2024
Q2 | $270K | Hold |
4,410
| – | – | 0.12% | 81 |
|
|
2024
Q1 | $270K | Buy |
+4,410
| New | +$270K | 0.12% | 78 |
|