Concurrent Investment Advisors’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 | $15.9M | Buy |
224,276
+17,295
| +8% | +$1.22M | 0.31% | 69 |
|
|
2025
Q1 | $14.8M | Buy |
206,981
+51,485
| +33% | +$3.69M | 0.36% | 55 |
|
|
2024
Q4 | $9.68M | Sell |
155,496
-17,224
| -10% | -$1.07M | 0.26% | 84 |
|
|
2024
Q3 | $12.4M | Buy |
172,720
+17,369
| +11% | +$1.25M | 0.37% | 61 |
|
|
2024
Q2 | $9.89M | Buy |
155,351
+19,550
| +14% | +$1.24M | 0.32% | 70 |
|
|
2024
Q1 | $8.31M | Buy |
135,801
+2,310
| +2% | +$141K | 0.33% | 68 |
|
|
2023
Q4 | $7.87M | Buy |
+133,491
| New | +$7.87M | 0.37% | 66 |
|