Coppell Advisory Solutions’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 | $591K | Buy |
8,402
+392
| +5% | +$27.6K | 0.07% | 215 |
|
2025
Q1 | $580K | Buy |
8,010
+135
| +2% | +$9.77K | 0.08% | 191 |
|
2024
Q4 | $489K | Sell |
7,875
-11,714
| -60% | -$727K | 0.07% | 171 |
|
2024
Q3 | $1.41M | Buy |
19,589
+12,344
| +170% | +$886K | 0.21% | 101 |
|
2024
Q2 | $461K | Buy |
+7,245
| New | +$461K | 0.08% | 160 |
|
2023
Q4 | $292K | Buy |
4,950
+3,768
| +319% | +$222K | 0.06% | 212 |
|
2023
Q3 | $75.2K | Sell |
1,182
-1,027
| -46% | -$65.3K | 0.03% | 249 |
|
2023
Q2 | $133K | Buy |
+2,209
| New | +$133K | 0.04% | 233 |
|
2023
Q1 | – | Sell |
-1,182
| Closed | -$75.2K | – | 684 |
|
2022
Q4 | $75.2K | Buy |
+1,182
| New | +$75.2K | 0.03% | 253 |
|