Financial Gravity Asset Management’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.92M	Sell	38,367 -104	-0.3%	-$7.86K	0.52%	46
2025 Q4	$2.69M	Buy	38,471 +3,454	+10%	+$241K	0.52%	50
2025 Q3	$2.32M	Buy	+35,017	New	+$2.41M	0.46%	52
2025 Q1	$2.29M	Buy	+31,981	New	+$2.14M	0.5%	48
2024 Q2	$2.01M	Sell	31,637 -27,419	-46%	-$1.7M	0.5%	52
2024 Q1	$3.55M	Sell	59,056 -332,038	-85%	-$19.9M	0.48%	53
2023 Q4	$172M	Buy	391,094 +28,858	+8%	+$1.64M	1.82%	8
2023 Q3	$170M	Buy	362,236 +346,494	+2,201%	+$20.8M	1.87%	7
2023 Q2	$6.75K	Buy	15,742 +336	+2%	+$20.9K	0.02%	428
2023 Q1	$1.05K	Buy	15,406 +11,229	+269%	+$680K	0.03%	357
2022 Q4	$7.89K	Sell	4,177 -324	-7%	-$19.6K	0.04%	323
2022 Q3	$265	Sell	4,501 -9,152	-67%	-$569K	0.01%	498
2022 Q2	$867	Buy	13,653 +9,424	+223%	+$597K	0.03%	332
2022 Q1	$281	Sell	4,229 -5,932	-58%	-$361K	0.01%	519
2021 Q4	$911	Buy	10,161 +1,068	+12%	+$59.5K	0.02%	396
2021 Q3	$527K	Sell	9,093 -11,875	-57%	-$662K	0.25%	75
2021 Q2	$1.19M	Buy	20,968 +2,060	+11%	+$112K	0.43%	60
2021 Q1	$1.38K	Buy	18,908 +8,909	+89%	+$448K	0.03%	264
2020 Q4	$540K	Buy	+9,999	New	+$517K	0.49%	56
2020 Q2	–	Sell	-2,457	Closed	-$14.4K	–	482
2020 Q1	$14.4K	Buy	2,457 +1,752	+249%	+$94.6K	0.04%	157
2019 Q4	$70K	Sell	705 -317	-31%	-$17K	0.05%	475
2019 Q3	$56K	Buy	1,022 +135	+15%	+$7.23K	0.05%	276
2019 Q2	$45K	Buy	887 +139	+19%	+$6.81K	0.04%	338
2019 Q1	$35K	Buy	+748	New	+$35K	0.03%	373
2018 Q3	$46K	Sell	995 -140	-12%	-$6.4K	0.05%	348
2018 Q2	$52K	Buy	1,135 +253	+29%	+$10.9K	0.05%	313
2018 Q1	$37K	Buy	+882	New	+$39.6K	0.04%	411