FRG Family Wealth 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 | $3.33M | Sell |
47,017
-700
| -1% | -$49.5K | 0.58% | 37 |
|
|
2025
Q1 | $3.42M | Hold |
47,717
| – | – | 0.66% | 36 |
|
|
2024
Q4 | $2.97M | Sell |
47,717
-2,419
| -5% | -$151K | 0.54% | 41 |
|
|
2024
Q3 | $3.6M | Hold |
50,136
| – | – | 0.64% | 35 |
|
|
2024
Q2 | $3.41M | Sell |
50,136
-3,175
| -6% | -$216K | 0.66% | 36 |
|
|
2024
Q1 | $3.29M | Sell |
53,311
-236
| -0.4% | -$14.6K | 0.65% | 33 |
|
|
2023
Q4 | $3.16M | Sell |
53,547
-945
| -2% | -$55.7K | 0.64% | 35 |
|
|
2023
Q3 | $3.05M | Sell |
54,492
-1,023
| -2% | -$57.3K | 0.69% | 35 |
|
|
2023
Q2 | $3.34M | Buy |
55,515
+275
| +0.5% | +$16.6K | 0.73% | 34 |
|
|
2023
Q1 | $3.43M | Sell |
55,240
-2,603
| -5% | -$161K | 0.78% | 34 |
|
|
2022
Q4 | $3.68M | Sell |
57,843
-2,210
| -4% | -$141K | 0.88% | 33 |
|
|
2022
Q3 | $3.36M | Sell |
60,053
-170
| -0.3% | -$9.52K | 0.83% | 33 |
|
|
2022
Q2 | $3.79M | Sell |
60,223
-1,500
| -2% | -$94.4K | 0.88% | 33 |
|
|
2022
Q1 | $3.83M | Sell |
61,723
-1,620
| -3% | -$100K | 0.74% | 35 |
|
|
2021
Q4 | $3.75M | Sell |
63,343
-130
| -0.2% | -$7.7K | 0.7% | 35 |
|
|
2021
Q3 | $3.33M | Sell |
63,473
-3,743
| -6% | -$196K | 0.65% | 35 |
|
|
2021
Q2 | $3.64M | Buy |
67,216
+180
| +0.3% | +$9.74K | 0.69% | 34 |
|
|
2021
Q1 | $3.53M | Buy |
67,036
+873
| +1% | +$46K | 0.72% | 35 |
|
|
2020
Q4 | $3.63M | Sell |
66,163
-30
| -0% | -$1.65K | 0.79% | 35 |
|
|
2020
Q3 | $3.27M | Sell |
66,193
-434
| -0.7% | -$21.4K | 0.79% | 36 |
|
|
2020
Q2 | $2.98M | Buy |
66,627
+9,885
| +17% | +$442K | 0.79% | 37 |
|
|
2020
Q1 | $2.51M | Buy |
56,742
+200
| +0.4% | +$8.85K | 0.76% | 37 |
|
|
2019
Q4 | $3.13M | Sell |
56,542
-1,116
| -2% | -$61.8K | 0.76% | 37 |
|
|
2019
Q3 | $3.14M | Sell |
57,658
-1,125
| -2% | -$61.2K | 0.81% | 36 |
|
|
2019
Q2 | $2.99M | Hold |
58,783
| – | – | 0.79% | 41 |
|
|
2019
Q1 | $2.76M | Hold |
58,783
| – | – | 0.78% | 39 |
|
|
2018
Q4 | $2.78M | Sell |
58,783
-3,905
| -6% | -$185K | 0.91% | 35 |
|
|
2018
Q3 | $2.9M | Sell |
62,688
-3,765
| -6% | -$174K | 0.79% | 40 |
|
|
2018
Q2 | $2.92M | Sell |
66,453
-1,255
| -2% | -$55.1K | 0.87% | 37 |
|
|
2018
Q1 | $2.94M | Buy |
67,708
+57
| +0.1% | +$2.48K | 0.98% | 32 |
|
|
2017
Q4 | $3.1M | Sell |
67,651
-21
| -0% | -$964 | 1% | 35 |
|
|
2017
Q3 | $3.05M | Buy |
67,672
+2,330
| +4% | +$105K | 1.05% | 31 |
|
|
2017
Q2 | $2.93M | Buy |
65,342
+1,146
| +2% | +$51.4K | 1.08% | 30 |
|
|
2017
Q1 | $2.74M | Buy |
64,196
+2,659
| +4% | +$113K | 1.07% | 32 |
|
|
2016
Q4 | $2.55M | Buy |
61,537
+2,355
| +4% | +$97.6K | 1.07% | 30 |
|
|
2016
Q3 | $2.51M | Hold |
59,182
| – | – | 1.13% | 27 |
|
|
2016
Q2 | $2.68M | Sell |
59,182
-176
| -0.3% | -$7.98K | 1.21% | 24 |
|
|
2016
Q1 | $2.77M | Sell |
59,358
-680
| -1% | -$31.7K | 1.34% | 19 |
|
|
2015
Q4 | $2.58M | Buy |
+60,038
| New | +$2.58M | 1.26% | 23 |
|