Embree Financial 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 | $698K | Sell |
9,872
-54
| -0.5% | -$3.82K | 0.11% | 114 |
|
|
2025
Q1 | $711K | Buy |
9,926
+36
| +0.4% | +$2.58K | 0.12% | 108 |
|
|
2024
Q4 | $616K | Buy |
9,890
+68
| +0.7% | +$4.23K | 0.11% | 113 |
|
|
2024
Q3 | $706K | Buy |
9,822
+16
| +0.2% | +$1.15K | 0.13% | 100 |
|
|
2024
Q2 | $624K | Sell |
9,806
-9
| -0.1% | -$573 | 0.12% | 100 |
|
|
2024
Q1 | $600K | Buy |
9,815
+131
| +1% | +$8.01K | 0.12% | 103 |
|
|
2023
Q4 | $571K | Buy |
+9,684
| New | +$571K | 0.12% | 99 |
|