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 |
|