FIA
Foundations Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
209,388
+59,871
| +40% | +$4.24M | 0.23% | 108 |
|
|
2025
Q1 | $10.7M | Buy |
149,517
+85,754
| +134% | +$6.14M | 0.2% | 122 |
|
|
2024
Q4 | $3.97M | Buy |
63,763
+9,517
| +18% | +$593K | 0.08% | 209 |
|
|
2024
Q3 | $3.9M | Buy |
54,246
+6,089
| +13% | +$438K | 0.08% | 203 |
|
|
2024
Q2 | $3.07M | Buy |
48,157
+860
| +2% | +$54.7K | 0.07% | 195 |
|
|
2024
Q1 | $2.89M | Sell |
47,297
-73
| -0.2% | -$4.47K | 0.08% | 200 |
|
|
2023
Q4 | $2.89M | Buy |
47,370
+1,513
| +3% | +$92.3K | 0.08% | 188 |
|
|
2023
Q3 | $2.57M | Buy |
45,857
+5,661
| +14% | +$317K | 0.08% | 193 |
|
|
2023
Q2 | $2.42M | Buy |
40,196
+885
| +2% | +$53.3K | 0.08% | 173 |
|
|
2023
Q1 | $2.44M | Buy |
39,311
+7,531
| +24% | +$467K | 0.09% | 144 |
|
|
2022
Q4 | $2.02M | Buy |
31,780
+13,764
| +76% | +$876K | 0.08% | 129 |
|
|
2022
Q3 | $1.01M | Buy |
18,016
+243
| +1% | +$13.6K | 0.04% | 172 |
|
|
2022
Q2 | $1.13M | Buy |
17,773
+2,334
| +15% | +$148K | 0.05% | 129 |
|
|
2022
Q1 | $1M | Buy |
15,439
+1,439
| +10% | +$93.6K | 0.04% | 129 |
|
|
2021
Q4 | $848K | Buy |
14,000
+6,638
| +90% | +$402K | 0.03% | 140 |
|
|
2021
Q3 | $391K | Buy |
7,362
+2,054
| +39% | +$109K | 0.02% | 224 |
|
|
2021
Q2 | $289K | Sell |
5,308
-319
| -6% | -$17.4K | 0.01% | 243 |
|
|
2021
Q1 | $300K | Buy |
5,627
+417
| +8% | +$22.2K | 0.02% | 180 |
|
|
2020
Q4 | $266K | Sell |
5,210
-74
| -1% | -$3.78K | 0.02% | 154 |
|
|
2020
Q3 | $261K | Buy |
+5,284
| New | +$261K | 0.06% | 145 |
|