Heck Capital Advisors’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 | $248K | Buy |
3,497
+235
| +7% | +$16.7K | 0.02% | 168 |
|
|
2025
Q1 | $234K | Buy |
3,262
+3
| +0.1% | +$215 | 0.03% | 148 |
|
|
2024
Q4 | $203K | Sell |
3,259
-8
| -0.2% | -$498 | 0.02% | 145 |
|
|
2024
Q3 | $235K | Sell |
3,267
-89
| -3% | -$6.4K | 0.03% | 145 |
|
|
2024
Q2 | $214K | Sell |
3,356
-2
| -0.1% | -$127 | 0.03% | 140 |
|
|
2024
Q1 | $205K | Buy |
3,358
+30
| +0.9% | +$1.84K | 0.03% | 136 |
|
|
2023
Q4 | $196K | Buy |
+3,328
| New | +$196K | 0.03% | 134 |
|