Curran Financial Partners’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 | $278K | Buy |
3,936
+2
| +0.1% | +$142 | 0.06% | 106 |
|
|
2025
Q1 | $282K | Hold |
3,934
| – | – | 0.07% | 79 |
|
|
2024
Q4 | $245K | Buy |
3,934
+9
| +0.2% | +$560 | 0.06% | 86 |
|
|
2024
Q3 | $282K | Sell |
3,925
-64
| -2% | -$4.6K | 0.08% | 77 |
|
|
2024
Q2 | $254K | Buy |
3,989
+277
| +7% | +$17.6K | 0.08% | 76 |
|
|
2024
Q1 | $227K | Buy |
+3,712
| New | +$227K | 0.08% | 76 |
|