Everpar 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 | $1.12M | Sell |
15,874
-3,936
| -20% | -$278K | 0.51% | 35 |
|
|
2025
Q1 | $1.42M | Buy |
19,810
+3,176
| +19% | +$227K | 0.75% | 30 |
|
|
2024
Q4 | $1.04M | Sell |
16,634
-349
| -2% | -$21.7K | 0.52% | 35 |
|
|
2024
Q3 | $1.22M | Sell |
16,983
-1,694
| -9% | -$122K | 0.63% | 31 |
|
|
2024
Q2 | $1.19M | Buy |
18,677
+2,943
| +19% | +$187K | 0.6% | 34 |
|
|
2024
Q1 | $963K | Sell |
15,734
-5,760
| -27% | -$352K | 0.59% | 37 |
|
|
2023
Q4 | $1.27M | Buy |
+21,494
| New | +$1.27M | 0.59% | 30 |
|