Farther Finance 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 | $4.92M | Buy |
69,481
+14,514
| +26% | +$1.03M | 0.1% | 192 |
|
|
2025
Q1 | $3.95M | Buy |
54,967
+14,980
| +37% | +$1.08M | 0.1% | 185 |
|
|
2024
Q4 | $2.49M | Sell |
39,987
-236
| -0.6% | -$14.7K | 0.09% | 180 |
|
|
2024
Q3 | $2.89M | Buy |
40,223
+5,403
| +16% | +$388K | 0.11% | 157 |
|
|
2024
Q2 | $2.2M | Buy |
34,820
+1,155
| +3% | +$73.1K | 0.11% | 151 |
|
|
2024
Q1 | $2.04M | Buy |
33,665
+10,496
| +45% | +$637K | 0.12% | 137 |
|
|
2023
Q4 | $1.37M | Buy |
23,169
+16,962
| +273% | +$1,000K | 0.1% | 189 |
|
|
2023
Q3 | $347K | Buy |
6,207
+1,697
| +38% | +$95K | 0.05% | 268 |
|
|
2023
Q2 | $272K | Buy |
4,510
+670
| +17% | +$40.3K | 0.06% | 269 |
|
|
2023
Q1 | $238K | Buy |
3,840
+442
| +13% | +$27.4K | 0.07% | 240 |
|
|
2022
Q4 | $216K | Buy |
+3,398
| New | +$216K | 0.08% | 213 |
|