GRP
Global Retirement Partners’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.27M | Buy |
+116,823
| New | +$8.27M | 0.2% | 95 |
|
|
2024
Q4 | $5.47M | Buy |
87,924
+2,635
| +3% | +$164K | 0.16% | 125 |
|
|
2024
Q3 | $6.13M | Buy |
85,289
+4,270
| +5% | +$307K | 0.19% | 107 |
|
|
2024
Q2 | $5.16M | Buy |
81,019
+9,370
| +13% | +$596K | 0.16% | 127 |
|
|
2024
Q1 | $4.38M | Sell |
71,649
-7,163
| -9% | -$438K | 0.16% | 140 |
|
|
2023
Q4 | $4.73M | Sell |
78,812
-6,240
| -7% | -$374K | 0.2% | 109 |
|
|
2023
Q3 | $4.68M | Buy |
85,052
+2,215
| +3% | +$122K | 0.24% | 90 |
|
|
2023
Q2 | $4.99M | Buy |
82,837
+3,552
| +4% | +$214K | 0.24% | 91 |
|
|
2023
Q1 | $5.05M | Buy |
79,285
+10,987
| +16% | +$699K | 0.27% | 80 |
|
|
2022
Q4 | $4.34M | Sell |
68,298
-10,036
| -13% | -$638K | 0.3% | 74 |
|
|
2022
Q3 | $4.69M | Buy |
78,334
+19,622
| +33% | +$1.17M | 0.35% | 56 |
|
|
2022
Q2 | $3.69M | Buy |
58,712
+800
| +1% | +$50.3K | 0.3% | 81 |
|
|
2022
Q1 | $3.71M | Buy |
+57,912
| New | +$3.71M | 0.29% | 80 |
|
|
2021
Q4 | – | Sell |
-40,704
| Closed | -$2.14M | – | 1098 |
|
|
2021
Q3 | $2.14M | Sell |
40,704
-893
| -2% | -$46.9K | 0.21% | 105 |
|
|
2021
Q2 | $2.25M | Sell |
41,597
-642
| -2% | -$34.7K | 0.23% | 96 |
|
|
2021
Q1 | $2.23M | Buy |
42,239
+551
| +1% | +$29K | 0.26% | 77 |
|
|
2020
Q4 | $2.29M | Buy |
41,688
+2,182
| +6% | +$120K | 0.29% | 68 |
|
|
2020
Q3 | $1.95M | Buy |
39,506
+1,617
| +4% | +$79.8K | 0.29% | 74 |
|
|
2020
Q2 | $1.69M | Buy |
37,889
+1,598
| +4% | +$71.4K | 0.27% | 77 |
|
|
2020
Q1 | $1.61M | Sell |
36,291
-10,945
| -23% | -$484K | 0.3% | 68 |
|
|
2019
Q4 | $2.62M | Buy |
47,236
+866
| +2% | +$47.9K | 0.4% | 52 |
|
|
2019
Q3 | $2.52M | Buy |
46,370
+18,842
| +68% | +$1.03M | 0.41% | 50 |
|
|
2019
Q2 | $1.4M | Buy |
27,528
+1,875
| +7% | +$95.5K | 0.27% | 74 |
|
|
2019
Q1 | $1.2M | Buy |
25,653
+355
| +1% | +$16.6K | 0.29% | 66 |
|
|
2018
Q4 | $1.2M | Buy |
25,298
+485
| +2% | +$23K | 0.31% | 67 |
|
|
2018
Q3 | $1.15M | Buy |
24,813
+333
| +1% | +$15.4K | 0.26% | 80 |
|
|
2018
Q2 | $1.07M | Buy |
24,480
+964
| +4% | +$42.3K | 0.27% | 73 |
|
|
2018
Q1 | $1.02M | Buy |
23,516
+9,104
| +63% | +$395K | 0.28% | 76 |
|
|
2017
Q4 | $661K | Buy |
14,412
+8,144
| +130% | +$374K | 0.18% | 110 |
|
|
2017
Q3 | $282K | Buy |
6,268
+1,189
| +23% | +$53.5K | 0.12% | 177 |
|
|
2017
Q2 | $228K | Buy |
5,079
+866
| +21% | +$38.9K | 0.11% | 180 |
|
|
2017
Q1 | $179K | Buy |
4,213
+1,195
| +40% | +$50.8K | 0.1% | 197 |
|
|
2016
Q4 | $125K | Buy |
+3,018
| New | +$125K | 0.08% | 212 |
|