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