Envestnet Portfolio Solutions’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 | $18.9M | Sell |
266,871
-17,713
| -6% | -$1.25M | 0.07% | 134 |
|
|
2025
Q1 | $20.4M | Sell |
284,584
-25,895
| -8% | -$1.85M | 0.08% | 121 |
|
|
2024
Q4 | $19.3M | Buy |
310,479
+5,718
| +2% | +$356K | 0.06% | 140 |
|
|
2024
Q3 | $21.9M | Sell |
304,761
-1,288
| -0.4% | -$92.6K | 0.07% | 134 |
|
|
2024
Q2 | $19.5M | Buy |
306,049
+8,897
| +3% | +$566K | 0.07% | 137 |
|
|
2024
Q1 | $18.2M | Buy |
297,152
+61,125
| +26% | +$3.74M | 0.07% | 143 |
|
|
2023
Q4 | $13.9M | Buy |
236,027
+17,754
| +8% | +$1.05M | 0.06% | 168 |
|
|
2023
Q3 | $12.2M | Buy |
+218,273
| New | +$12.2M | 0.06% | 162 |
|