Financial 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 | $276K | Hold |
3,900
| – | – | 0.05% | 68 |
|
|
2025
Q1 | $279K | Hold |
3,900
| – | – | 0.06% | 68 |
|
|
2024
Q4 | $243K | Buy |
3,900
+2
| +0.1% | +$125 | 0.05% | 73 |
|
|
2024
Q3 | $280K | Hold |
3,898
| – | – | 0.05% | 66 |
|
|
2024
Q2 | $248K | Buy |
3,898
+1
| +0% | +$64 | 0.05% | 66 |
|
|
2024
Q1 | $238K | Hold |
3,897
| – | – | 0.05% | 70 |
|
|
2023
Q4 | $230K | Sell |
3,897
-6
| -0.2% | -$354 | 0.05% | 67 |
|
|
2023
Q3 | $218K | Buy |
3,903
+5
| +0.1% | +$280 | 0.05% | 66 |
|
|
2023
Q2 | $235K | Sell |
3,898
-80
| -2% | -$4.82K | 0.06% | 69 |
|
|
2023
Q1 | $247K | Hold |
3,978
| – | – | 0.06% | 62 |
|
|
2022
Q4 | $253K | Hold |
3,978
| – | – | 0.07% | 59 |
|
|
2022
Q3 | $219K | Hold |
3,978
| – | – | 0.08% | 65 |
|
|
2022
Q2 | $250K | Buy |
3,978
+22
| +0.6% | +$1.38K | 0.09% | 63 |
|
|
2022
Q1 | $245K | Hold |
3,956
| – | – | 0.08% | 73 |
|
|
2021
Q4 | $234K | Buy |
3,956
+14
| +0.4% | +$828 | 0.07% | 81 |
|
|
2021
Q3 | $207K | Buy |
3,942
+23
| +0.6% | +$1.21K | 0.07% | 84 |
|
|
2021
Q2 | $212K | Buy |
3,919
+25
| +0.6% | +$1.35K | 0.07% | 84 |
|
|
2021
Q1 | $205K | Buy |
3,894
+145
| +4% | +$7.63K | 0.08% | 79 |
|
|
2020
Q4 | $206K | Buy |
+3,749
| New | +$206K | 0.09% | 74 |
|