Fiduciary Family Office’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 | $1.32M | Buy |
18,641
+1,641
| +10% | +$116K | 0.43% | 45 |
|
|
2025
Q1 | $1.22M | Buy |
+17,000
| New | +$1.22M | 0.41% | 49 |
|
|
2024
Q4 | – | Sell |
-16,006
| Closed | -$1.15M | – | 154 |
|
|
2024
Q3 | $1.15M | Buy |
16,006
+7,782
| +95% | +$559K | 0.38% | 55 |
|
|
2024
Q2 | $523K | Sell |
8,224
-2,055
| -20% | -$131K | 0.21% | 124 |
|
|
2024
Q1 | $629K | Buy |
10,279
+2,630
| +34% | +$161K | 0.25% | 114 |
|
|
2023
Q4 | $451K | Buy |
+7,649
| New | +$451K | 0.2% | 129 |
|