Focus Financial Network’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 | $1.95M | Buy |
27,383
+286
| +1% | +$20.4K | 0.08% | 195 |
|
|
2025
Q1 | $1.95M | Sell |
27,097
-941
| -3% | -$67.9K | 0.08% | 184 |
|
|
2024
Q4 | $1.75M | Buy |
28,038
+658
| +2% | +$41K | 0.07% | 198 |
|
|
2024
Q3 | $1.98M | Buy |
27,380
+1,189
| +5% | +$86K | 0.08% | 187 |
|
|
2024
Q2 | $1.71M | Buy |
26,191
+1,164
| +5% | +$75.9K | 0.07% | 195 |
|
|
2024
Q1 | $1.47M | Sell |
25,027
-30,203
| -55% | -$1.78M | 0.07% | 205 |
|
|
2023
Q4 | $3.25M | Buy |
55,230
+30,495
| +123% | +$1.8M | 0.12% | 149 |
|
|
2023
Q3 | $1.4M | Sell |
24,735
-154
| -0.6% | -$8.69K | 0.08% | 185 |
|
|
2023
Q2 | $1.51M | Buy |
24,889
+61
| +0.2% | +$3.7K | 0.08% | 178 |
|
|
2023
Q1 | $1.55M | Buy |
24,828
+580
| +2% | +$36.2K | 0.1% | 169 |
|
|
2022
Q4 | $1.54M | Buy |
24,248
+98
| +0.4% | +$6.23K | 0.13% | 140 |
|
|
2022
Q3 | $1.36M | Buy |
24,150
+1,176
| +5% | +$66.4K | 0.12% | 146 |
|
|
2022
Q2 | $1.46M | Buy |
22,974
+1,791
| +8% | +$113K | 0.12% | 147 |
|
|
2022
Q1 | $1.32M | Sell |
21,183
-9,112
| -30% | -$569K | 0.09% | 169 |
|
|
2021
Q4 | $1.79M | Buy |
30,295
+2,645
| +10% | +$157K | 0.26% | 89 |
|
|
2021
Q3 | $1.46M | Buy |
27,650
+1,826
| +7% | +$96.6K | 0.2% | 121 |
|
|
2021
Q2 | $1.41M | Buy |
25,824
+1,652
| +7% | +$90.1K | 0.19% | 125 |
|
|
2021
Q1 | $1.28M | Buy |
24,172
+8,046
| +50% | +$427K | 0.15% | 135 |
|
|
2020
Q4 | $884K | Buy |
16,126
+176
| +1% | +$9.65K | 0.08% | 191 |
|
|
2020
Q3 | $794K | Buy |
15,950
+5
| +0% | +$249 | 0.07% | 205 |
|
|
2020
Q2 | $719K | Buy |
15,945
+2,684
| +20% | +$121K | 0.08% | 199 |
|
|
2020
Q1 | $593K | Sell |
13,261
-2,692
| -17% | -$120K | 0.08% | 196 |
|
|
2019
Q4 | $883K | Buy |
15,953
+3,672
| +30% | +$203K | 0.11% | 170 |
|
|
2019
Q3 | $673K | Sell |
12,281
-214
| -2% | -$11.7K | 0.09% | 182 |
|
|
2019
Q2 | $641K | Sell |
12,495
-89
| -0.7% | -$4.57K | 0.1% | 183 |
|
|
2019
Q1 | $595K | Buy |
+12,584
| New | +$595K | 0.1% | 183 |
|