Commonwealth Financial Services’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 | $835K | Buy |
11,800
+482
| +4% | +$34.1K | 0.16% | 81 |
|
|
2025
Q1 | $811K | Buy |
11,318
+177
| +2% | +$12.7K | 0.17% | 83 |
|
|
2024
Q4 | $694K | Buy |
11,141
+254
| +2% | +$15.8K | 0.14% | 87 |
|
|
2024
Q3 | $781K | Sell |
10,887
-1,965
| -15% | -$141K | 0.15% | 78 |
|
|
2024
Q2 | $809K | Buy |
12,852
+250
| +2% | +$15.7K | 0.17% | 73 |
|
|
2024
Q1 | $743K | Hold |
12,602
| – | – | 0.18% | 75 |
|
|
2023
Q4 | $743K | Sell |
12,602
-455
| -3% | -$26.8K | 0.17% | 75 |
|
|
2023
Q3 | $731K | Buy |
+13,057
| New | +$731K | 0.22% | 75 |
|
|
2017
Q1 | $372K | Buy |
8,744
+318
| +4% | +$13.5K | 0.41% | 28 |
|
|
2016
Q4 | $348K | Buy |
8,426
+324
| +4% | +$13.4K | 0.34% | 34 |
|
|
2016
Q3 | $343K | Buy |
8,102
+1,083
| +15% | +$45.8K | 0.32% | 40 |
|
|
2016
Q2 | $318K | Buy |
7,019
+1,009
| +17% | +$45.7K | 0.37% | 32 |
|
|
2016
Q1 | $279K | Sell |
6,010
-2,395
| -28% | -$111K | 0.41% | 24 |
|
|
2015
Q4 | $361K | Sell |
8,405
-880
| -9% | -$37.8K | 1.23% | 26 |
|
|
2015
Q3 | $373K | Hold |
9,285
| – | – | 0.44% | 27 |
|
|
2015
Q2 | $364K | Sell |
9,285
-106
| -1% | -$4.16K | 0.39% | 29 |
|
|
2015
Q1 | $381K | Buy |
9,391
+202
| +2% | +$8.2K | 0.34% | 34 |
|
|
2014
Q4 | $388K | Buy |
+9,189
| New | +$388K | 0.35% | 37 |
|