GFA
Gallagher Fiduciary Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
20,166
-2,158
| -10% | -$153K | 0.06% | 57 |
|
|
2025
Q1 | $1.6M | Buy |
22,324
+328
| +1% | +$23.5K | 0.05% | 67 |
|
|
2024
Q4 | $1.37M | Buy |
21,996
+3,842
| +21% | +$239K | 0.27% | 48 |
|
|
2024
Q3 | $1.3M | Sell |
18,154
-165
| -0.9% | -$11.9K | 0.26% | 44 |
|
|
2024
Q2 | $1.17M | Buy |
18,319
+5,268
| +40% | +$335K | 0.26% | 46 |
|
|
2024
Q1 | $798K | Buy |
13,051
+912
| +8% | +$55.8K | 0.03% | 70 |
|
|
2023
Q4 | $715K | Buy |
12,139
+73
| +0.6% | +$4.3K | 0.02% | 79 |
|
|
2023
Q3 | $675K | Sell |
12,066
-653
| -5% | -$36.6K | 0.06% | 71 |
|
|
2023
Q2 | $766K | Sell |
12,719
-356
| -3% | -$21.5K | 0.06% | 79 |
|
|
2023
Q1 | $811K | Buy |
+13,075
| New | +$811K | 0.07% | 82 |
|