Fortis Group Advisors’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 | $575K | Buy |
8,455
+1,638
| +24% | +$111K | 0.1% | 151 |
|
|
2025
Q1 | $488K | Buy |
6,817
+903
| +15% | +$64.7K | 0.09% | 139 |
|
|
2024
Q4 | $368K | Sell |
5,914
-18
| -0.3% | -$1.12K | 0.07% | 149 |
|
|
2024
Q3 | $426K | Buy |
5,932
+59
| +1% | +$4.24K | 0.08% | 137 |
|
|
2024
Q2 | $374K | Buy |
5,873
+993
| +20% | +$63.2K | 0.07% | 134 |
|
|
2024
Q1 | $299K | Sell |
4,880
-812
| -14% | -$49.7K | 0.06% | 167 |
|
|
2023
Q4 | $351K | Buy |
5,692
+317
| +6% | +$19.6K | 0.09% | 91 |
|
|
2023
Q3 | $332K | Buy |
5,375
+339
| +7% | +$20.9K | 0.1% | 89 |
|
|
2023
Q2 | $303K | Sell |
5,036
-31
| -0.6% | -$1.87K | 0.08% | 106 |
|
|
2023
Q1 | $325K | Buy |
+5,067
| New | +$325K | 0.1% | 90 |
|
|
2020
Q3 | $754K | Buy |
+15,286
| New | +$754K | 0.15% | 77 |
|