HBW Advisory Services’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 | $1.03M | Sell |
14,528
-371
| -2% | -$26.2K | 0.13% | 168 |
|
2025
Q1 | $1.07M | Buy |
14,899
+1,379
| +10% | +$98.8K | 0.15% | 138 |
|
2024
Q4 | $842K | Buy |
13,520
+1,676
| +14% | +$104K | 0.09% | 150 |
|
2024
Q3 | $851K | Buy |
11,844
+7,928
| +202% | +$570K | 0.12% | 149 |
|
2024
Q2 | $249K | Buy |
+3,916
| New | +$249K | 0.04% | 287 |
|
2022
Q2 | – | Sell |
-3,497
| Closed | -$217K | – | 238 |
|
2022
Q1 | $217K | Buy |
3,497
+10
| +0.3% | +$621 | 0.08% | 202 |
|
2021
Q4 | $206K | Buy |
+3,487
| New | +$206K | 0.05% | 252 |
|