Fiduciary Alliance’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 | $1.49M | Buy |
21,049
+2,201
| +12% | +$156K | 0.11% | 176 |
|
|
2025
Q1 | $1.35M | Buy |
18,848
+659
| +4% | +$47.2K | 0.13% | 145 |
|
|
2024
Q4 | $1.13M | Buy |
18,189
+8,499
| +88% | +$529K | 0.11% | 154 |
|
|
2024
Q3 | $696K | Buy |
9,690
+2,542
| +36% | +$183K | 0.09% | 130 |
|
|
2024
Q2 | $451K | Sell |
7,148
-158
| -2% | -$9.98K | 0.07% | 139 |
|
|
2024
Q1 | $443K | Hold |
7,306
| – | – | 0.08% | 130 |
|
|
2023
Q4 | $431K | Sell |
7,306
-346
| -5% | -$20.4K | 0.08% | 122 |
|
|
2023
Q3 | $428K | Buy |
7,652
+2,575
| +51% | +$144K | 0.1% | 113 |
|
|
2023
Q2 | $306K | Buy |
5,077
+572
| +13% | +$34.4K | 0.07% | 126 |
|
|
2023
Q1 | $279K | Sell |
4,505
-1
| -0% | -$62 | 0.07% | 120 |
|
|
2022
Q4 | $287K | Buy |
+4,506
| New | +$287K | 0.07% | 117 |
|