Financial & Tax Architects’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 | $7.18M | Sell |
101,525
-1,141
| -1% | -$80.7K | 1.74% | 17 |
|
|
2025
Q1 | $7.35M | Buy |
102,666
+2,037
| +2% | +$146K | 1.85% | 15 |
|
|
2024
Q4 | $6.27M | Buy |
100,629
+7,362
| +8% | +$458K | 1.6% | 22 |
|
|
2024
Q3 | $6.7M | Sell |
93,267
-3,829
| -4% | -$275K | 1.72% | 22 |
|
|
2024
Q2 | $6.18M | Buy |
97,096
+4,233
| +5% | +$269K | 1.66% | 18 |
|
|
2024
Q1 | $5.68M | Buy |
92,863
+1,349
| +1% | +$82.5K | 1.56% | 29 |
|
|
2023
Q4 | $5.39M | Buy |
91,514
+1,272
| +1% | +$75K | 1.6% | 25 |
|
|
2023
Q3 | $5.05M | Buy |
90,242
+3,962
| +5% | +$222K | 1.57% | 29 |
|
|
2023
Q2 | $5.2M | Buy |
86,280
+2,627
| +3% | +$158K | 1.6% | 26 |
|
|
2023
Q1 | $5.19M | Buy |
83,653
+4,128
| +5% | +$256K | 1.71% | 16 |
|
|
2022
Q4 | $4.78M | Sell |
79,525
-983
| -1% | -$59.1K | 1.63% | 26 |
|
|
2022
Q3 | $4.51M | Buy |
80,508
+4,502
| +6% | +$252K | 1.69% | 23 |
|
|
2022
Q2 | $4.78M | Buy |
76,006
+5,351
| +8% | +$337K | 1.81% | 17 |
|
|
2022
Q1 | $4.38M | Buy |
70,655
+2,713
| +4% | +$168K | 1.65% | 21 |
|
|
2021
Q4 | $4.02M | Buy |
67,942
+4,172
| +7% | +$247K | 1.64% | 23 |
|
|
2021
Q3 | $3.35M | Buy |
63,770
+3,957
| +7% | +$208K | 1.52% | 27 |
|
|
2021
Q2 | $3.24M | Buy |
59,813
+4,301
| +8% | +$233K | 1.59% | 24 |
|
|
2021
Q1 | $2.93M | Buy |
+55,512
| New | +$2.93M | 1.64% | 17 |
|