Everhart 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 | $1.8M | Buy |
25,395
+1,588
| +7% | +$112K | 0.21% | 65 |
|
|
2025
Q1 | $1.71M | Buy |
23,807
+3,882
| +19% | +$278K | 0.23% | 57 |
|
|
2024
Q4 | $1.24M | Sell |
19,925
-851
| -4% | -$53K | 0.26% | 78 |
|
|
2024
Q3 | $1.49M | Buy |
20,776
+3,330
| +19% | +$239K | 0.33% | 53 |
|
|
2024
Q2 | $1.11M | Buy |
17,446
+3,172
| +22% | +$202K | 0.29% | 68 |
|
|
2024
Q1 | $900K | Buy |
14,274
+3,834
| +37% | +$242K | 0.26% | 77 |
|
|
2023
Q4 | $641K | Sell |
10,440
-3,311
| -24% | -$203K | 0.23% | 92 |
|
|
2023
Q3 | $770K | Sell |
13,751
-75
| -0.5% | -$4.2K | 0.33% | 63 |
|
|
2023
Q2 | $833K | Buy |
13,826
+1,074
| +8% | +$64.7K | 0.34% | 61 |
|
|
2023
Q1 | $791K | Buy |
12,752
+3,606
| +39% | +$224K | 0.35% | 56 |
|
|
2022
Q4 | $582K | Sell |
9,146
-1,627
| -15% | -$103K | 0.29% | 75 |
|
|
2022
Q3 | $603K | Buy |
10,773
+696
| +7% | +$39K | 0.33% | 59 |
|
|
2022
Q2 | $634K | Buy |
10,077
+1,614
| +19% | +$102K | 0.39% | 54 |
|
|
2022
Q1 | $525K | Buy |
8,463
+3,147
| +59% | +$195K | 0.3% | 71 |
|
|
2021
Q4 | $315K | Buy |
+5,316
| New | +$315K | 0.19% | 88 |
|