FG
Fiduciary Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11M | Sell |
114,640
-290
| -0.3% | -$20.5K | 0.76% | 35 |
|
|
2025
Q1 | $8.23M | Sell |
114,930
-426
| -0.4% | -$30.5K | 0.82% | 35 |
|
|
2024
Q4 | $7.18M | Sell |
115,356
-261
| -0.2% | -$16.3K | 0.72% | 38 |
|
|
2024
Q3 | $8.31M | Sell |
115,617
-1,056
| -0.9% | -$75.9K | 0.84% | 33 |
|
|
2024
Q2 | $7.43M | Sell |
116,673
-2,037
| -2% | -$130K | 0.8% | 31 |
|
|
2024
Q1 | $7.26M | Buy |
118,710
+3,129
| +3% | +$191K | 0.79% | 37 |
|
|
2023
Q4 | $6.81M | Sell |
115,581
-1,476
| -1% | -$87K | 0.8% | 34 |
|
|
2023
Q3 | $6.55M | Sell |
117,057
-458
| -0.4% | -$25.6K | 0.84% | 37 |
|
|
2023
Q2 | $7.08M | Buy |
117,515
+26
| +0% | +$1.57K | 0.87% | 36 |
|
|
2023
Q1 | $7.29M | Sell |
117,489
-4,259
| -3% | -$264K | 0.95% | 33 |
|
|
2022
Q4 | $7.74M | Buy |
121,748
+278
| +0.2% | +$17.7K | 1.03% | 32 |
|
|
2022
Q3 | $7.4M | Buy |
121,470
+654
| +0.5% | +$39.8K | 0.96% | 34 |
|
|
2022
Q2 | $7.64M | Buy |
120,816
+4,562
| +4% | +$288K | 0.95% | 34 |
|
|
2022
Q1 | $7.48M | Sell |
116,254
-212
| -0.2% | -$13.6K | 0.99% | 32 |
|
|
2021
Q4 | $6.9M | Sell |
116,466
-2,959
| -2% | -$175K | 0.77% | 39 |
|
|
2021
Q3 | $6.51M | Sell |
119,425
-3,622
| -3% | -$197K | 0.74% | 43 |
|
|
2021
Q2 | $6.9M | Buy |
123,047
+1,498
| +1% | +$84K | 0.8% | 40 |
|
|
2021
Q1 | $6.56M | Sell |
121,549
-2,896
| -2% | -$156K | 0.8% | 41 |
|
|
2020
Q4 | $6.26M | Sell |
124,445
-5,423
| -4% | -$273K | 0.83% | 38 |
|
|
2020
Q3 | $6.41M | Sell |
129,868
-3,298
| -2% | -$163K | 0.97% | 33 |
|
|
2020
Q2 | $5.95M | Sell |
133,166
-4,637
| -3% | -$207K | 0.99% | 31 |
|
|
2020
Q1 | $6.1M | Buy |
137,803
+1,938
| +1% | +$85.8K | 1.2% | 25 |
|
|
2019
Q4 | $7.52M | Sell |
135,865
-1,118
| -0.8% | -$61.9K | 1.2% | 26 |
|
|
2019
Q3 | $7.46M | Sell |
136,983
-423
| -0.3% | -$23K | 1.3% | 21 |
|
|
2019
Q2 | $7M | Sell |
137,406
-1,478
| -1% | -$75.3K | 1.26% | 22 |
|
|
2019
Q1 | $6.51M | Buy |
138,884
+1,230
| +0.9% | +$57.6K | 1.21% | 23 |
|
|
2018
Q4 | $6.52M | Buy |
137,654
+6,010
| +5% | +$285K | 1.35% | 23 |
|
|
2018
Q3 | $6.08M | Buy |
131,644
+2,327
| +2% | +$107K | 1.19% | 25 |
|
|
2018
Q2 | $5.67M | Sell |
129,317
-3,641
| -3% | -$160K | 1.2% | 25 |
|
|
2018
Q1 | $5.77M | Sell |
132,958
-6,427
| -5% | -$279K | 1.25% | 26 |
|
|
2017
Q4 | $6.4M | Sell |
139,385
-3,959
| -3% | -$182K | 1.37% | 21 |
|
|
2017
Q3 | $6.45M | Sell |
143,344
-10,518
| -7% | -$473K | 1.45% | 18 |
|
|
2017
Q2 | $6.9M | Sell |
153,862
-2,494
| -2% | -$112K | 1.59% | 16 |
|
|
2017
Q1 | $6.64M | Sell |
156,356
-6,508
| -4% | -$276K | 1.57% | 18 |
|
|
2016
Q4 | $6.75M | Sell |
162,864
-672
| -0.4% | -$27.9K | 1.75% | 10 |
|
|
2016
Q3 | $6.92M | Sell |
163,536
-1,821
| -1% | -$77.1K | 1.88% | 7 |
|
|
2016
Q2 | $7.5M | Buy |
165,357
+617
| +0.4% | +$28K | 2.08% | 7 |
|
|
2016
Q1 | $7.64M | Sell |
164,740
-3,385
| -2% | -$157K | 2.21% | 8 |
|
|
2015
Q4 | $7.22M | Sell |
168,125
-1,307
| -0.8% | -$56.2K | 2.15% | 8 |
|
|
2015
Q3 | $6.8M | Sell |
169,432
-3,178
| -2% | -$128K | 2.26% | 5 |
|
|
2015
Q2 | $6.77M | Buy |
+172,610
| New | +$6.77M | 2.13% | 4 |
|