Herold 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 | $550K | Buy |
7,772
+643
| +9% | +$45.5K | 0.12% | 179 |
|
|
2025
Q1 | $511K | Sell |
7,129
-368
| -5% | -$26.4K | 0.11% | 178 |
|
|
2024
Q4 | $467K | Buy |
7,497
+218
| +3% | +$13.6K | 0.1% | 188 |
|
|
2024
Q3 | $523K | Sell |
7,279
-18
| -0.2% | -$1.29K | 0.11% | 184 |
|
|
2024
Q2 | $465K | Buy |
7,297
+11
| +0.2% | +$700 | 0.11% | 188 |
|
|
2024
Q1 | $446K | Buy |
7,286
+868
| +14% | +$53.1K | 0.11% | 191 |
|
|
2023
Q4 | $378K | Sell |
6,418
-587
| -8% | -$34.6K | 0.1% | 187 |
|
|
2023
Q3 | $392K | Sell |
7,005
-143
| -2% | -$8.01K | 0.12% | 180 |
|
|
2023
Q2 | $430K | Sell |
7,148
-1,004
| -12% | -$60.5K | 0.13% | 167 |
|
|
2023
Q1 | $506K | Buy |
8,152
+621
| +8% | +$38.5K | 0.17% | 141 |
|
|
2022
Q4 | $479K | Buy |
7,531
+337
| +5% | +$21.4K | 0.2% | 116 |
|
|
2022
Q3 | $403K | Buy |
7,194
+10
| +0.1% | +$560 | 0.19% | 124 |
|
|
2022
Q2 | $451K | Buy |
7,184
+6
| +0.1% | +$377 | 0.2% | 121 |
|
|
2022
Q1 | $445K | Buy |
7,178
+500
| +7% | +$31K | 0.16% | 137 |
|
|
2021
Q4 | $395K | Sell |
6,678
-587
| -8% | -$34.7K | 0.15% | 144 |
|
|
2021
Q3 | $381K | Buy |
+7,265
| New | +$381K | 0.15% | 146 |
|