Founders Financial Securities’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 | $2.39M | Buy |
33,827
+645
| +2% | +$45.6K | 0.18% | 112 |
|
|
2025
Q1 | $2.38M | Buy |
33,182
+5,087
| +18% | +$365K | 0.2% | 104 |
|
|
2024
Q4 | $1.75M | Sell |
28,095
-285
| -1% | -$17.7K | 0.16% | 120 |
|
|
2024
Q3 | $2.04M | Sell |
28,380
-2,901
| -9% | -$208K | 0.19% | 108 |
|
|
2024
Q2 | $1.99M | Buy |
31,281
+5,005
| +19% | +$319K | 0.19% | 107 |
|
|
2024
Q1 | $1.61M | Sell |
26,276
-16,701
| -39% | -$1.02M | 0.17% | 119 |
|
|
2023
Q4 | $2.53M | Buy |
42,977
+877
| +2% | +$51.7K | 0.28% | 73 |
|
|
2023
Q3 | $2.36M | Buy |
42,100
+1,276
| +3% | +$71.4K | 0.31% | 68 |
|
|
2023
Q2 | $2.46M | Buy |
40,824
+1,695
| +4% | +$102K | 0.32% | 67 |
|
|
2023
Q1 | $2.43M | Buy |
39,129
+2,497
| +7% | +$155K | 0.35% | 65 |
|
|
2022
Q4 | $2.33M | Buy |
36,632
+2,054
| +6% | +$131K | 0.37% | 68 |
|
|
2022
Q3 | $1.94M | Buy |
34,578
+1,530
| +5% | +$85.7K | 0.34% | 69 |
|
|
2022
Q2 | $2.08M | Sell |
33,048
-2,021
| -6% | -$127K | 0.41% | 50 |
|
|
2022
Q1 | $2.17M | Buy |
35,069
+1,252
| +4% | +$77.6K | 0.39% | 59 |
|
|
2021
Q4 | $2M | Buy |
33,817
+3,253
| +11% | +$193K | 0.36% | 66 |
|
|
2021
Q3 | $1.6M | Buy |
30,564
+1,433
| +5% | +$75.2K | 0.32% | 67 |
|
|
2021
Q2 | $1.58M | Buy |
29,131
+4,060
| +16% | +$220K | 0.31% | 69 |
|
|
2021
Q1 | $1.32M | Buy |
25,071
+7,588
| +43% | +$400K | 0.3% | 66 |
|
|
2020
Q4 | $959K | Buy |
+17,483
| New | +$959K | 0.23% | 80 |
|
|
2020
Q3 | – | Sell |
-18,029
| Closed | -$811K | – | 189 |
|
|
2020
Q2 | $811K | Buy |
18,029
+4,559
| +34% | +$205K | 0.26% | 68 |
|
|
2020
Q1 | $596K | Buy |
13,470
+910
| +7% | +$40.3K | 0.22% | 63 |
|
|
2019
Q4 | $695K | Buy |
12,560
+617
| +5% | +$34.1K | 0.24% | 65 |
|
|
2019
Q3 | $650K | Buy |
11,943
+643
| +6% | +$35K | 0.21% | 79 |
|
|
2019
Q2 | $575K | Sell |
11,300
-435
| -4% | -$22.1K | 0.19% | 76 |
|
|
2019
Q1 | $550K | Buy |
11,735
+1,580
| +16% | +$74.1K | 0.17% | 83 |
|
|
2018
Q4 | $481K | Sell |
10,155
-42
| -0.4% | -$1.99K | 0.17% | 75 |
|
|
2018
Q3 | $471K | Buy |
10,197
+881
| +9% | +$40.7K | 0.13% | 86 |
|
|
2018
Q2 | $409K | Sell |
9,316
-100
| -1% | -$4.39K | 0.13% | 82 |
|
|
2018
Q1 | $409K | Buy |
9,416
+227
| +2% | +$9.86K | 0.13% | 85 |
|
|
2017
Q4 | $422K | Sell |
9,189
-13,262
| -59% | -$609K | 0.14% | 76 |
|
|
2017
Q3 | $1.01M | Buy |
22,451
+940
| +4% | +$42.3K | 0.36% | 38 |
|
|
2017
Q2 | $965K | Sell |
21,511
-280
| -1% | -$12.6K | 0.37% | 40 |
|
|
2017
Q1 | $925K | Buy |
21,791
+5,463
| +33% | +$232K | 0.35% | 48 |
|
|
2016
Q4 | $677K | Buy |
+16,328
| New | +$677K | 0.28% | 44 |
|