Empower Advisory 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 | $86.1M | Buy |
1,217,613
+31,445
| +3% | +$2.22M | 0.26% | 81 |
|
|
2025
Q1 | $85M | Buy |
1,186,168
+41,560
| +4% | +$2.98M | 0.28% | 68 |
|
|
2024
Q4 | $71.3M | Buy |
1,144,608
+37,830
| +3% | +$2.36M | 0.24% | 86 |
|
|
2024
Q3 | $79.5M | Buy |
1,106,778
+26,475
| +2% | +$1.9M | 0.27% | 82 |
|
|
2024
Q2 | $68.8M | Buy |
1,080,303
+12,503
| +1% | +$796K | 0.26% | 83 |
|
|
2024
Q1 | $65.3M | Buy |
1,067,800
+23,286
| +2% | +$1.42M | 0.24% | 96 |
|
|
2023
Q4 | $61.6M | Buy |
1,044,514
+21,300
| +2% | +$1.26M | 0.24% | 91 |
|
|
2023
Q3 | $57.3M | Buy |
1,023,214
+16,214
| +2% | +$908K | 0.25% | 82 |
|
|
2023
Q2 | $60.6M | Sell |
1,007,000
-453,938
| -31% | -$27.3M | 0.26% | 83 |
|
|
2023
Q1 | $91.2M | Buy |
+1,460,938
| New | +$91.2M | 0.41% | 53 |
|