Colony Family Offices’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 | $298K | Sell |
4,184
-1,035
| -20% | -$73.8K | 0.08% | 47 |
|
|
2025
Q1 | $376K | Hold |
5,219
| – | – | 0.12% | 45 |
|
|
2024
Q4 | $325K | Sell |
5,219
-160
| -3% | -$9.96K | 0.1% | 49 |
|
|
2024
Q3 | $389K | Hold |
5,379
| – | – | 0.12% | 45 |
|
|
2024
Q2 | $345K | Sell |
5,379
-4
| -0.1% | -$257 | 0.11% | 49 |
|
|
2024
Q1 | $332K | Buy |
5,383
+4
| +0.1% | +$247 | 0.11% | 53 |
|
|
2023
Q4 | $317K | Hold |
5,379
| – | – | 0.11% | 56 |
|
|
2023
Q3 | $304K | Buy |
+5,379
| New | +$304K | 0.13% | 30 |
|
|
2021
Q2 | – | Sell |
-15,255
| Closed | -$812K | – | 39 |
|
|
2021
Q1 | $812K | Buy |
+15,255
| New | +$812K | 0.64% | 19 |
|