Fiducient 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 | $382K | Hold |
5,362
| – | – | 0.05% | 108 |
|
|
2025
Q1 | $387K | Sell |
5,362
-406
| -7% | -$29.3K | 0.05% | 109 |
|
|
2024
Q4 | $359K | Buy |
5,768
+34
| +0.6% | +$2.12K | 0.04% | 113 |
|
|
2024
Q3 | $415K | Sell |
5,734
-351
| -6% | -$25.4K | 0.05% | 98 |
|
|
2024
Q2 | $390K | Sell |
6,085
-1,056
| -15% | -$67.7K | 0.05% | 101 |
|
|
2024
Q1 | $440K | Buy |
7,141
+590
| +9% | +$36.4K | 0.09% | 87 |
|
|
2023
Q4 | $386K | Buy |
6,551
+13
| +0.2% | +$766 | 0.07% | 89 |
|
|
2023
Q3 | $369K | Buy |
+6,538
| New | +$369K | 0.02% | 81 |
|
|
2023
Q1 | – | Sell |
-6,114
| Closed | -$389K | – | 116 |
|
|
2022
Q4 | $389K | Buy |
6,114
+271
| +5% | +$17.2K | 0.11% | 111 |
|
|
2022
Q3 | $330K | Sell |
5,843
-700
| -11% | -$39.5K | 0.16% | 42 |
|
|
2022
Q2 | $414K | Buy |
6,543
+700
| +12% | +$44.3K | 0.16% | 49 |
|
|
2022
Q1 | $365K | Buy |
5,843
+159
| +3% | +$9.93K | 0.14% | 44 |
|
|
2021
Q4 | $337K | Sell |
5,684
-1,261
| -18% | -$74.8K | 0.1% | 43 |
|
|
2021
Q3 | $364K | Sell |
6,945
-1,250
| -15% | -$65.5K | 0.11% | 67 |
|
|
2021
Q2 | $443K | Sell |
8,195
-200
| -2% | -$10.8K | 0.14% | 42 |
|
|
2021
Q1 | $443K | Sell |
8,395
-7,000
| -45% | -$369K | 0.14% | 46 |
|
|
2020
Q4 | $844K | Buy |
+15,395
| New | +$844K | 0.31% | 27 |
|