Forum Financial Management’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 | $2.96M | Sell |
41,796
-2,982
| -7% | -$211K | 0.05% | 88 |
|
|
2025
Q1 | $3.21M | Sell |
44,778
-1,630
| -4% | -$117K | 0.05% | 77 |
|
|
2024
Q4 | $2.89M | Buy |
46,408
+9,161
| +25% | +$570K | 0.05% | 82 |
|
|
2024
Q3 | $2.68M | Buy |
37,247
+2,262
| +6% | +$163K | 0.04% | 78 |
|
|
2024
Q2 | $2.23M | Sell |
34,985
-872
| -2% | -$55.5K | 0.04% | 86 |
|
|
2024
Q1 | $2.19M | Sell |
35,857
-60
| -0.2% | -$3.67K | 0.04% | 100 |
|
|
2023
Q4 | $2.12M | Sell |
35,917
-4,194
| -10% | -$247K | 0.04% | 85 |
|
|
2023
Q3 | $2.25M | Sell |
40,111
-1,996
| -5% | -$112K | 0.05% | 78 |
|
|
2023
Q2 | $2.54M | Buy |
42,107
+3,395
| +9% | +$204K | 0.06% | 68 |
|
|
2023
Q1 | $2.4M | Sell |
38,712
-1,325
| -3% | -$82.2K | 0.07% | 67 |
|
|
2022
Q4 | $2.55M | Buy |
40,037
+5,148
| +15% | +$327K | 0.08% | 59 |
|
|
2022
Q3 | $1.95M | Sell |
34,889
-1,462
| -4% | -$81.9K | 0.09% | 61 |
|
|
2022
Q2 | $2.29M | Buy |
36,351
+3,819
| +12% | +$240K | 0.12% | 52 |
|
|
2022
Q1 | $2.02M | Buy |
32,532
+4,211
| +15% | +$261K | 0.1% | 62 |
|
|
2021
Q4 | $1.68M | Buy |
+28,321
| New | +$1.68M | 0.09% | 73 |
|