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 |
|