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Harbor Group’s Coca-Cola KO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
3,191
-900
-22% -$63.7K 0.04% 90
2025
Q1
$293K Hold
4,091
0.06% 75
2024
Q4
$255K Hold
4,091
0.06% 77
2024
Q3
$294K Hold
4,091
0.07% 68
2024
Q2
$260K Sell
4,091
-143
-3% -$9.1K 0.07% 70
2024
Q1
$259K Hold
4,234
0.07% 66
2023
Q4
$250K Hold
4,234
0.07% 65
2023
Q3
$237K Hold
4,234
0.13% 58
2023
Q2
$255K Buy
+4,234
New +$255K 0.14% 53