Cornerstone Planning Group’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 | $180K | Sell |
2,609
-71
| -3% | -$4.9K | 0.04% | 95 |
|
|
2025
Q1 | $196K | Buy |
2,680
+834
| +45% | +$61.1K | 0.05% | 86 |
|
|
2024
Q4 | $118K | Buy |
1,846
+26
| +1% | +$1.66K | 0.03% | 103 |
|
|
2024
Q3 | $119K | Sell |
1,820
-1,282
| -41% | -$84.1K | 0.03% | 102 |
|
|
2024
Q2 | $211K | Buy |
3,102
+1,362
| +78% | +$92.7K | 0.06% | 74 |
|
|
2024
Q1 | $108K | Sell |
1,740
-194
| -10% | -$12.1K | 0.03% | 112 |
|
|
2023
Q4 | $114K | Sell |
1,934
-23
| -1% | -$1.36K | 0.04% | 110 |
|
|
2023
Q3 | $110K | Buy |
1,957
+726
| +59% | +$40.6K | 0.04% | 112 |
|
|
2023
Q2 | $74.2K | Buy |
+1,231
| New | +$74.2K | 0.03% | 171 |
|
|
2022
Q4 | $122K | Buy |
+2,034
| New | +$122K | 0.05% | 135 |
|