Fermata 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 | $202K | Sell |
2,848
-3,556
| -56% | -$252K | 0.05% | 210 |
|
|
2025
Q1 | $459K | Buy |
+6,404
| New | +$459K | 0.08% | 167 |
|
|
2022
Q4 | – | Sell |
-3,879
| Closed | -$217K | – | 141 |
|
|
2022
Q3 | $217K | Buy |
3,879
+524
| +16% | +$29.3K | 0.07% | 126 |
|
|
2022
Q2 | $211K | Buy |
+3,355
| New | +$211K | 0.07% | 151 |
|