Comprehensive Financial Consultants Institutional’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 | $1.1M | Sell |
15,510
-1,098
| -7% | -$77.7K | 0.36% | 88 |
|
|
2025
Q1 | $1.19M | Sell |
16,608
-274
| -2% | -$19.6K | 0.42% | 80 |
|
|
2024
Q4 | $1.05M | Sell |
16,882
-152
| -0.9% | -$9.46K | 0.38% | 86 |
|
|
2024
Q3 | $1.22M | Sell |
17,034
-286
| -2% | -$20.6K | 0.45% | 77 |
|
|
2024
Q2 | $1.1M | Buy |
17,320
+1,624
| +10% | +$103K | 0.43% | 82 |
|
|
2024
Q1 | $960K | Buy |
15,696
+455
| +3% | +$27.8K | 0.4% | 85 |
|
|
2023
Q4 | $898K | Buy |
15,241
+392
| +3% | +$23.1K | 0.42% | 85 |
|
|
2023
Q3 | $831K | Sell |
14,849
-151
| -1% | -$8.45K | 0.44% | 83 |
|
|
2023
Q2 | $912K | Sell |
15,000
-582
| -4% | -$35.4K | 0.48% | 78 |
|
|
2023
Q1 | $967K | Buy |
15,582
+713
| +5% | +$44.2K | 0.55% | 71 |
|
|
2022
Q4 | $910K | Buy |
14,869
+137
| +0.9% | +$8.39K | 0.55% | 71 |
|
|
2022
Q3 | $820K | Buy |
14,732
+961
| +7% | +$53.5K | 0.54% | 70 |
|
|
2022
Q2 | $863K | Sell |
13,771
-53
| -0.4% | -$3.32K | 0.61% | 63 |
|
|
2022
Q1 | $895K | Sell |
13,824
-161
| -1% | -$10.4K | 0.62% | 63 |
|
|
2021
Q4 | $878K | Buy |
+13,985
| New | +$878K | 0.56% | 65 |
|