Daymark Wealth 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 | $8.75M | Sell |
123,629
-1,169
| -0.9% | -$82.7K | 0.33% | 62 |
|
|
2025
Q1 | $9M | Sell |
124,798
-98,983
| -44% | -$7.14M | 0.39% | 55 |
|
|
2024
Q4 | $7.93M | Sell |
223,781
-875
| -0.4% | -$31K | 0.34% | 65 |
|
|
2024
Q3 | $9.2M | Buy |
224,656
+321
| +0.1% | +$13.1K | 0.39% | 59 |
|
|
2024
Q2 | $8.14M | Buy |
224,335
+11,904
| +6% | +$432K | 0.37% | 60 |
|
|
2024
Q1 | $7.1M | Buy |
212,431
+6,087
| +3% | +$203K | 0.38% | 62 |
|
|
2023
Q4 | $6.48M | Buy |
206,344
+1,500
| +0.7% | +$47.1K | 0.4% | 56 |
|
|
2023
Q3 | $6.08M | Buy |
204,844
+101,369
| +98% | +$3.01M | 0.42% | 56 |
|
|
2023
Q2 | $6.23M | Buy |
103,475
+35,736
| +53% | +$2.15M | 0.46% | 50 |
|
|
2023
Q1 | $4.2M | Sell |
67,739
-7,835
| -10% | -$486K | 0.56% | 42 |
|
|
2022
Q4 | $4.81M | Buy |
+75,574
| New | +$4.81M | 0.85% | 30 |
|