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Financial Security Advisor’s Coca-Cola KO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.67M Buy
23,402
+19
+0.1% +$1.35K 0.38% 33
2025
Q1
$1.69M Sell
23,383
-455
-2% -$32.8K 0.43% 30
2024
Q4
$1.48M Buy
23,838
+270
+1% +$16.8K 0.38% 32
2024
Q3
$1.71M Buy
23,568
+182
+0.8% +$13.2K 0.42% 31
2024
Q2
$1.5M Sell
23,386
-474
-2% -$30.4K 0.5% 30
2024
Q1
$1.47M Sell
23,860
-185
-0.8% -$11.4K 0.51% 30
2023
Q4
$1.42M Buy
24,045
+1,256
+6% +$74K 0.56% 30
2023
Q3
$1.29M Buy
+22,789
New +$1.29M 0.59% 27