Financial Insights’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 | $338K | Buy |
4,774
+30
| +0.6% | +$2.12K | 0.12% | 87 |
|
|
2025
Q1 | $340K | Buy |
4,744
+524
| +12% | +$37.5K | 0.14% | 75 |
|
|
2024
Q4 | $263K | Sell |
4,220
-409
| -9% | -$25.5K | 0.1% | 91 |
|
|
2024
Q3 | $333K | Sell |
4,629
-9
| -0.2% | -$647 | 0.11% | 106 |
|
|
2024
Q2 | $295K | Buy |
4,638
+75
| +2% | +$4.77K | 0.08% | 132 |
|
|
2024
Q1 | $279K | Hold |
4,563
| – | – | 0.08% | 140 |
|
|
2023
Q4 | $269K | Buy |
4,563
+33
| +0.7% | +$1.94K | 0.08% | 140 |
|
|
2023
Q3 | $256K | Sell |
4,530
-105
| -2% | -$5.93K | 0.09% | 133 |
|
|
2023
Q2 | $279K | Buy |
4,635
+33
| +0.7% | +$1.99K | 0.1% | 136 |
|
|
2023
Q1 | $285K | Hold |
4,602
| – | – | 0.12% | 138 |
|
|
2022
Q4 | $293K | Buy |
4,602
+362
| +9% | +$23K | 0.14% | 118 |
|
|
2022
Q3 | $238K | Sell |
4,240
-106
| -2% | -$5.95K | 0.16% | 106 |
|
|
2022
Q2 | $273K | Buy |
4,346
+29
| +0.7% | +$1.82K | 0.28% | 68 |
|
|
2022
Q1 | $268K | Hold |
4,317
| – | – | 0.25% | 66 |
|
|
2021
Q4 | $256K | Buy |
4,317
+31
| +0.7% | +$1.84K | 0.22% | 69 |
|
|
2021
Q3 | $225K | Buy |
+4,286
| New | +$225K | 0.21% | 72 |
|