Crumly & Associates’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 | – | Sell |
-5,627
| Closed | -$403K | – | 176 |
|
|
2025
Q1 | $403K | Buy |
5,627
+72
| +1% | +$5.16K | 0.11% | 108 |
|
|
2024
Q4 | $346K | Sell |
5,555
-329
| -6% | -$20.5K | 0.09% | 112 |
|
|
2024
Q3 | $423K | Sell |
5,884
-2,445
| -29% | -$176K | 0.12% | 108 |
|
|
2024
Q2 | $530K | Buy |
8,329
+579
| +7% | +$36.9K | 0.15% | 92 |
|
|
2024
Q1 | $474K | Buy |
7,750
+451
| +6% | +$27.6K | 0.12% | 107 |
|
|
2023
Q4 | $430K | Buy |
7,299
+5
| +0.1% | +$295 | 0.13% | 104 |
|
|
2023
Q3 | $408K | Buy |
7,294
+596
| +9% | +$33.4K | 0.16% | 80 |
|
|
2023
Q2 | $403K | Buy |
6,698
+1,292
| +24% | +$77.8K | 0.16% | 87 |
|
|
2023
Q1 | $335K | Buy |
5,406
+255
| +5% | +$15.8K | 0.15% | 88 |
|
|
2022
Q4 | $328K | Buy |
+5,151
| New | +$328K | 0.12% | 77 |
|