Fiduciary Financial Group’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 | $420K | Buy |
5,867
+195
| +3% | +$14K | 0.08% | 158 |
|
|
2025
Q1 | $401K | Sell |
5,672
-1,054
| -16% | -$74.6K | 0.09% | 141 |
|
|
2024
Q4 | $411K | Buy |
6,726
+95
| +1% | +$5.8K | 0.09% | 135 |
|
|
2024
Q3 | $459K | Buy |
6,631
+300
| +5% | +$20.8K | 0.11% | 114 |
|
|
2024
Q2 | $407K | Buy |
+6,331
| New | +$407K | 0.1% | 126 |
|