Global Assets Advisory’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 | $384K | Sell |
5,359
-7,256
| -58% | -$520K | 0.15% | 137 |
|
|
2025
Q1 | $884K | Buy |
12,615
+7,160
| +131% | +$502K | 0.17% | 120 |
|
|
2024
Q4 | $337K | Sell |
5,455
-94
| -2% | -$5.81K | 0.19% | 112 |
|
|
2024
Q3 | $398K | Buy |
5,549
+230
| +4% | +$16.5K | 0.22% | 101 |
|
|
2024
Q2 | $339K | Sell |
5,319
-296,673
| -98% | -$18.9M | 0.54% | 39 |
|
|
2024
Q1 | $4.98M | Buy |
+301,992
| New | +$4.98M | 0.23% | 90 |
|
|
2023
Q4 | – | Sell |
-3,928
| Closed | -$220K | – | 93 |
|
|
2023
Q3 | $220K | Buy |
3,928
+104
| +3% | +$5.82K | 0.19% | 114 |
|
|
2023
Q2 | $230K | Hold |
3,824
| – | – | 0.21% | 106 |
|
|
2023
Q1 | $243K | Hold |
3,824
| – | – | 0.25% | 100 |
|
|
2022
Q4 | $243K | Hold |
3,824
| – | – | 0.26% | 110 |
|
|
2022
Q3 | $229K | Sell |
3,824
-34
| -0.9% | -$2.04K | 0.23% | 121 |
|
|
2022
Q2 | $243K | Buy |
+3,858
| New | +$243K | 0.52% | 54 |
|