Founders Financial Alliance’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 | $1.42M | Sell |
20,108
-1,363
| -6% | -$96.4K | 0.32% | 72 |
|
|
2025
Q1 | $1.54M | Buy |
21,471
+704
| +3% | +$50.4K | 0.37% | 62 |
|
|
2024
Q4 | $1.29M | Buy |
20,767
+225
| +1% | +$14K | 0.36% | 62 |
|
|
2024
Q3 | $1.48M | Buy |
20,542
+412
| +2% | +$29.6K | 0.41% | 55 |
|
|
2024
Q2 | $1.28M | Sell |
20,130
-624
| -3% | -$39.7K | 0.38% | 56 |
|
|
2024
Q1 | $1.27M | Sell |
20,754
-1,702
| -8% | -$104K | 0.38% | 62 |
|
|
2023
Q4 | $1.32M | Sell |
22,456
-592
| -3% | -$34.9K | 0.51% | 39 |
|
|
2023
Q3 | $1.29M | Sell |
23,048
-1,479
| -6% | -$82.8K | 0.56% | 37 |
|
|
2023
Q2 | $1.48M | Buy |
24,527
+2,261
| +10% | +$136K | 0.58% | 38 |
|
|
2023
Q1 | $1.4M | Sell |
22,266
-945
| -4% | -$59.3K | 0.7% | 34 |
|
|
2022
Q4 | $1.48M | Buy |
23,211
+298
| +1% | +$19K | 0.68% | 38 |
|
|
2022
Q3 | $1.28M | Buy |
22,913
+9,270
| +68% | +$519K | 0.65% | 37 |
|
|
2022
Q2 | $858K | Sell |
13,643
-9,420
| -41% | -$592K | 0.44% | 60 |
|
|
2022
Q1 | $1.43M | Sell |
23,063
-438
| -2% | -$27.2K | 0.64% | 38 |
|
|
2021
Q4 | $1.39M | Sell |
23,501
-696
| -3% | -$41.2K | 0.56% | 44 |
|
|
2021
Q3 | $1.27M | Sell |
24,197
-295
| -1% | -$15.5K | 0.59% | 40 |
|
|
2021
Q2 | $1.32M | Buy |
24,492
+1,283
| +6% | +$69.4K | 0.6% | 38 |
|
|
2021
Q1 | $1.25M | Sell |
23,209
-987
| -4% | -$53.1K | 0.61% | 38 |
|
|
2020
Q4 | $1.33M | Buy |
24,196
+1,265
| +6% | +$69.3K | 0.75% | 31 |
|
|
2020
Q3 | $1.13M | Buy |
+22,931
| New | +$1.13M | 0.68% | 31 |
|