Fortune Financial 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 | $243K | Hold |
3,436
| – | – | 0.2% | 85 |
|
|
2025
Q1 | $246K | Buy |
3,436
+196
| +6% | +$14K | 0.21% | 86 |
|
|
2024
Q4 | $202K | Hold |
3,240
| – | – | 0.18% | 87 |
|
|
2024
Q3 | $233K | Hold |
3,240
| – | – | 0.21% | 85 |
|
|
2024
Q2 | $206K | Sell |
3,240
-53
| -2% | -$3.37K | 0.13% | 120 |
|
|
2024
Q1 | $201K | Buy |
+3,293
| New | +$201K | 0.13% | 129 |
|