First National Advisers’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 | $5.14M | Buy |
72,634
+5,133
| +8% | +$363K | 0.75% | 26 |
|
|
2025
Q1 | $4.83M | Buy |
67,501
+61,266
| +983% | +$4.39M | 0.77% | 24 |
|
|
2024
Q4 | $388K | Sell |
6,235
-624
| -9% | -$38.9K | 0.06% | 150 |
|
|
2024
Q3 | $493K | Sell |
6,859
-428
| -6% | -$30.8K | 0.08% | 159 |
|
|
2024
Q2 | $464K | Sell |
7,287
-11,519
| -61% | -$733K | 0.08% | 153 |
|
|
2024
Q1 | $1.16M | Buy |
18,806
+4,063
| +28% | +$250K | 0.26% | 117 |
|
|
2023
Q4 | $869K | Sell |
14,743
-9,313
| -39% | -$549K | 0.25% | 115 |
|
|
2023
Q3 | $1.35M | Buy |
24,056
+15,566
| +183% | +$871K | 0.6% | 57 |
|
|
2023
Q2 | $511K | Sell |
8,490
-987
| -10% | -$59.4K | 0.47% | 70 |
|
|
2023
Q1 | $588K | Buy |
9,477
+444
| +5% | +$27.5K | 0.67% | 58 |
|
|
2022
Q4 | $575K | Buy |
9,033
+989
| +12% | +$63K | 0.74% | 53 |
|
|
2022
Q3 | $451K | Buy |
8,044
+1,210
| +18% | +$67.8K | 0.67% | 55 |
|
|
2022
Q2 | $430K | Buy |
+6,834
| New | +$430K | 0.89% | 45 |
|