Greystone Financial Group’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 | $7.29M | Buy |
102,974
+362
| +0.4% | +$25.6K | 1.2% | 36 |
|
|
2025
Q1 | $7.35M | Sell |
102,612
-5,772
| -5% | -$413K | 1.33% | 36 |
|
|
2024
Q4 | $6.75M | Buy |
+108,384
| New | +$6.75M | 1.17% | 36 |
|
|
2024
Q1 | – | Sell |
-109,502
| Closed | -$6.45M | – | 118 |
|
|
2023
Q4 | $6.45M | Sell |
109,502
-36,618
| -25% | -$2.16M | 1.49% | 27 |
|
|
2023
Q3 | $8.18M | Buy |
146,120
+2,213
| +2% | +$124K | 2.04% | 18 |
|
|
2023
Q2 | $8.67M | Sell |
143,907
-1,426
| -1% | -$85.9K | 2.01% | 14 |
|
|
2023
Q1 | $9.01M | Buy |
145,333
+4,547
| +3% | +$282K | 2.27% | 12 |
|
|
2022
Q4 | $8.96M | Buy |
140,786
+22,752
| +19% | +$1.45M | 2.63% | 9 |
|
|
2022
Q3 | $6.61M | Buy |
118,034
+56,597
| +92% | +$3.17M | 2.24% | 28 |
|
|
2022
Q2 | $3.87M | Sell |
61,437
-73,442
| -54% | -$4.62M | 1.2% | 37 |
|
|
2022
Q1 | $8.36M | Buy |
134,879
+1,073
| +0.8% | +$66.5K | 2.11% | 21 |
|
|
2021
Q4 | $7.92M | Buy |
133,806
+30,523
| +30% | +$1.81M | 1.9% | 23 |
|
|
2021
Q3 | $5.42M | Sell |
103,283
-26,437
| -20% | -$1.39M | 1.61% | 33 |
|
|
2021
Q2 | $7.02M | Buy |
129,720
+742
| +0.6% | +$40.1K | 1.75% | 25 |
|
|
2021
Q1 | $7.01M | Buy |
128,978
+124,842
| +3,018% | +$6.78M | 1.76% | 33 |
|
|
2020
Q4 | $206K | Buy |
+4,136
| New | +$206K | 0.06% | 94 |
|