Evernest Financial Advisors’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 | $1.02M | Buy |
14,469
+2,109
| +17% | +$149K | 0.33% | 63 |
|
|
2025
Q1 | $885K | Buy |
12,360
+727
| +6% | +$52.1K | 0.32% | 73 |
|
|
2024
Q4 | $724K | Sell |
11,633
-2,816
| -19% | -$175K | 0.19% | 85 |
|
|
2024
Q3 | $1.04M | Buy |
14,449
+659
| +5% | +$47.4K | 0.28% | 62 |
|
|
2024
Q2 | $878K | Buy |
13,790
+596
| +5% | +$37.9K | 0.39% | 58 |
|
|
2024
Q1 | $794K | Sell |
13,194
-106
| -0.8% | -$6.38K | 0.38% | 58 |
|
|
2023
Q4 | $784K | Buy |
+13,300
| New | +$784K | 0.4% | 60 |
|
|
2021
Q4 | $800K | Buy |
+13,439
| New | +$800K | 0.41% | 54 |
|