CPC
Consolidated Planning Corp’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
30,647
-2,183
| -7% | -$154K | 0.27% | 85 |
|
|
2025
Q1 | $2.35M | Sell |
32,830
-1,998
| -6% | -$143K | 0.32% | 79 |
|
|
2024
Q4 | $2.17M | Buy |
34,828
+3,985
| +13% | +$248K | 0.3% | 73 |
|
|
2024
Q3 | $2.22M | Buy |
30,843
+452
| +1% | +$32.5K | 0.33% | 72 |
|
|
2024
Q2 | $1.93M | Sell |
30,391
-1,802
| -6% | -$115K | 0.32% | 75 |
|
|
2024
Q1 | $1.97M | Sell |
32,193
-767
| -2% | -$46.9K | 0.34% | 73 |
|
|
2023
Q4 | $1.94M | Sell |
32,960
-104,763
| -76% | -$6.17M | 0.36% | 71 |
|
|
2023
Q3 | $7.71M | Buy |
137,723
+120
| +0.1% | +$6.72K | 1.71% | 11 |
|
|
2023
Q2 | $8.29M | Buy |
137,603
+3,160
| +2% | +$190K | 1.74% | 13 |
|
|
2023
Q1 | $8.34M | Buy |
134,443
+17,426
| +15% | +$1.08M | 2.16% | 9 |
|
|
2022
Q4 | $7.44M | Buy |
117,017
+2,457
| +2% | +$156K | 2.06% | 10 |
|
|
2022
Q3 | $6.42M | Buy |
114,560
+84,882
| +286% | +$4.76M | 2% | 10 |
|
|
2022
Q2 | $1.87M | Buy |
29,678
+1,000
| +3% | +$62.9K | 0.58% | 49 |
|
|
2022
Q1 | $1.78M | Sell |
28,678
-3,790
| -12% | -$235K | 1.23% | 14 |
|
|
2021
Q4 | $1.92M | Sell |
32,468
-416
| -1% | -$24.6K | 1.24% | 14 |
|
|
2021
Q3 | $1.73M | Sell |
32,884
-378
| -1% | -$19.8K | 1.12% | 13 |
|
|
2021
Q2 | $1.8M | Sell |
33,262
-2,169
| -6% | -$117K | 1.33% | 13 |
|
|
2021
Q1 | $1.87M | Sell |
35,431
-560
| -2% | -$29.5K | 1.19% | 13 |
|
|
2020
Q4 | $1.97M | Buy |
35,991
+1,913
| +6% | +$105K | 1.29% | 15 |
|
|
2020
Q3 | $1.68M | Buy |
34,078
+2,814
| +9% | +$139K | 1.25% | 14 |
|
|
2020
Q2 | $1.4M | Buy |
31,264
+190
| +0.6% | +$8.48K | 1.37% | 13 |
|
|
2020
Q1 | $1.38M | Sell |
31,074
-1,624
| -5% | -$71.9K | 1.72% | 10 |
|
|
2019
Q4 | $1.81M | Buy |
+32,698
| New | +$1.81M | 1.79% | 8 |
|