CVA Family Office’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 | $2.75M | Buy |
38,919
+349
| +0.9% | +$24.7K | 0.39% | 52 |
|
|
2025
Q1 | $2.76M | Buy |
38,570
+1,156
| +3% | +$82.8K | 0.42% | 51 |
|
|
2024
Q4 | $2.33M | Buy |
37,414
+1,005
| +3% | +$62.6K | 0.37% | 54 |
|
|
2024
Q3 | $2.62M | Sell |
36,409
-353
| -1% | -$25.4K | 0.42% | 48 |
|
|
2024
Q2 | $2.34M | Buy |
36,762
+223
| +0.6% | +$14.2K | 0.42% | 43 |
|
|
2024
Q1 | $2.24M | Buy |
36,539
+161
| +0.4% | +$9.85K | 0.4% | 45 |
|
|
2023
Q4 | $2.14M | Sell |
36,378
-1,106
| -3% | -$65.2K | 0.42% | 45 |
|
|
2023
Q3 | $2.1M | Buy |
37,484
+712
| +2% | +$39.9K | 0.48% | 45 |
|
|
2023
Q2 | $2.21M | Buy |
36,772
+1,242
| +3% | +$74.8K | 0.46% | 41 |
|
|
2023
Q1 | $2.2M | Buy |
35,530
+1,020
| +3% | +$63.3K | 0.49% | 39 |
|
|
2022
Q4 | $2.2M | Buy |
34,510
+519
| +2% | +$33K | 0.53% | 37 |
|
|
2022
Q3 | $1.9M | Buy |
33,991
+2,748
| +9% | +$154K | 0.52% | 48 |
|
|
2022
Q2 | $1.97M | Buy |
31,243
+312
| +1% | +$19.6K | 0.53% | 41 |
|
|
2022
Q1 | $1.92M | Buy |
30,931
+990
| +3% | +$61.4K | 0.46% | 45 |
|
|
2021
Q4 | $1.77M | Buy |
29,941
+4,589
| +18% | +$272K | 0.44% | 45 |
|
|
2021
Q3 | $1.25M | Sell |
25,352
-3,302
| -12% | -$163K | 0.9% | 29 |
|
|
2021
Q2 | $1.55M | Buy |
28,654
+1,056
| +4% | +$57.1K | 0.44% | 45 |
|
|
2021
Q1 | $1.46M | Buy |
27,598
+3,849
| +16% | +$203K | 0.55% | 40 |
|
|
2020
Q4 | $1.3M | Sell |
23,749
-1,603
| -6% | -$87.9K | 0.8% | 31 |
|
|
2020
Q3 | $1.25M | Buy |
25,352
+1,527
| +6% | +$75.4K | 0.9% | 29 |
|
|
2020
Q2 | $1.07M | Buy |
+23,825
| New | +$1.07M | 0.88% | 29 |
|