Harvest Portfolios 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
$17.8M Sell
251,854
-52,568
-17% -$3.72M 0.41% 63
2025
Q1
$21.8M Buy
304,422
+25,105
+9% +$1.8M 0.64% 47
2024
Q4
$17.4M Buy
279,317
+23,495
+9% +$1.46M 0.58% 55
2024
Q3
$18.4M Buy
+255,822
New +$18.4M 0.61% 53
2023
Q2
Sell
-1,260
Closed -$78.2K 224
2023
Q1
$78.2K Buy
+1,260
New +$78.2K ﹤0.01% 214