Financial Perspectives’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 | $128K | Buy |
1,816
+3
| +0.2% | +$212 | 0.04% | 199 |
|
|
2025
Q1 | $130K | Hold |
1,813
| – | – | 0.04% | 181 |
|
|
2024
Q4 | $113K | Buy |
1,813
+371
| +26% | +$23.1K | 0.04% | 200 |
|
|
2024
Q3 | $104K | Buy |
1,442
+3
| +0.2% | +$216 | 0.04% | 206 |
|
|
2024
Q2 | $91.6K | Buy |
1,439
+2
| +0.1% | +$127 | 0.03% | 211 |
|
|
2024
Q1 | $87.9K | Sell |
1,437
-402
| -22% | -$24.6K | 0.03% | 219 |
|
|
2023
Q4 | $108K | Buy |
1,839
+72
| +4% | +$4.24K | 0.04% | 190 |
|
|
2023
Q3 | $98.9K | Sell |
1,767
-943
| -35% | -$52.8K | 0.05% | 186 |
|
|
2023
Q2 | $163K | Buy |
2,710
+13
| +0.5% | +$783 | 0.07% | 145 |
|
|
2023
Q1 | $167K | Hold |
2,697
| – | – | 0.08% | 139 |
|
|
2022
Q4 | $172K | Buy |
2,697
+25
| +0.9% | +$1.59K | 0.09% | 132 |
|
|
2022
Q3 | $150K | Buy |
2,672
+12
| +0.5% | +$672 | 0.08% | 136 |
|
|
2022
Q2 | $167K | Buy |
2,660
+3
| +0.1% | +$189 | 0.09% | 130 |
|
|
2022
Q1 | $165K | Sell |
2,657
-125
| -4% | -$7.75K | 0.08% | 144 |
|
|
2021
Q4 | $165K | Buy |
2,782
+8
| +0.3% | +$474 | 0.08% | 136 |
|
|
2021
Q3 | $146K | Buy |
2,774
+19
| +0.7% | +$997 | 0.07% | 144 |
|
|
2021
Q2 | $149K | Sell |
2,755
-142,272
| -98% | -$7.7M | 0.07% | 146 |
|
|
2021
Q1 | $2.75M | Buy |
145,027
+142,471
| +5,574% | +$2.7M | 0.14% | 122 |
|
|
2020
Q4 | $140K | Buy |
2,556
+5
| +0.2% | +$274 | 0.08% | 147 |
|
|
2020
Q3 | $126K | Buy |
2,551
+2
| +0.1% | +$99 | 0.08% | 137 |
|
|
2020
Q2 | $114K | Buy |
2,549
+2
| +0.1% | +$89 | 0.08% | 130 |
|
|
2020
Q1 | $113K | Buy |
2,547
+122
| +5% | +$5.4K | 0.09% | 108 |
|
|
2019
Q4 | $134K | Buy |
+2,425
| New | +$134K | 0.09% | 104 |
|