Focus Partners Wealth’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 | $75.9M | Sell |
1,072,400
-42,564
| -4% | -$3.01M | 0.16% | 132 |
|
|
2025
Q1 | $79.9M | Buy |
1,114,964
+6,939
| +0.6% | +$497K | 0.2% | 108 |
|
|
2024
Q4 | $69M | Buy |
1,108,025
+433,030
| +64% | +$27M | 0.18% | 117 |
|
|
2024
Q3 | $48.5M | Sell |
674,995
-792,301
| -54% | -$56.9M | 0.15% | 142 |
|
|
2024
Q2 | $93.4M | Buy |
1,467,296
+950,182
| +184% | +$60.5M | 0.31% | 75 |
|
|
2024
Q1 | $31.6M | Buy |
517,114
+420,473
| +435% | +$25.7M | 0.26% | 100 |
|
|
2023
Q4 | $5.7M | Buy |
+96,641
| New | +$5.7M | 0.07% | 215 |
|