Consilio Wealth 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 | $317K | Buy |
4,502
+221
| +5% | +$15.5K | 0.11% | 51 |
|
|
2025
Q1 | $307K | Sell |
4,281
-35
| -0.8% | -$2.51K | 0.13% | 50 |
|
|
2024
Q4 | $269K | Buy |
4,316
+228
| +6% | +$14.2K | 0.11% | 51 |
|
|
2024
Q3 | $294K | Buy |
4,088
+516
| +14% | +$37.1K | 0.12% | 50 |
|
|
2024
Q2 | $227K | Buy |
3,572
+282
| +9% | +$18K | 0.1% | 57 |
|
|
2024
Q1 | $201K | Buy |
+3,290
| New | +$201K | 0.09% | 62 |
|