Empire Financial Management Company’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
$1.97M Sell
27,785
-145
-0.5% -$10.3K 0.57% 52
2025
Q1
$2M Sell
27,930
-75
-0.3% -$5.37K 0.62% 54
2024
Q4
$1.74M Sell
28,005
-413
-1% -$25.7K 0.54% 59
2024
Q3
$2.04M Hold
28,418
0.63% 52
2024
Q2
$1.81M Sell
28,418
-3,360
-11% -$214K 0.6% 55
2024
Q1
$1.94M Sell
31,778
-100
-0.3% -$6.12K 0.64% 52
2023
Q4
$1.88M Hold
31,878
0.74% 42
2023
Q3
$1.78M Sell
31,878
-250
-0.8% -$14K 0.78% 40
2023
Q2
$1.93M Buy
32,128
+2,540
+9% +$153K 0.77% 43
2023
Q1
$1.84M Buy
+29,588
New +$1.84M 0.75% 43