Hoge Financial 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
$316K Buy
4,459
+223
+5% +$15.8K 0.2% 43
2025
Q1
$303K Buy
4,236
+44
+1% +$3.15K 0.21% 41
2024
Q4
$261K Buy
4,192
+64
+2% +$3.99K 0.19% 44
2024
Q3
$297K Buy
4,128
+278
+7% +$20K 0.22% 40
2024
Q2
$245K Buy
3,850
+222
+6% +$14.1K 0.2% 45
2024
Q1
$222K Sell
3,628
-792
-18% -$48.5K 0.18% 50
2023
Q4
$260K Buy
+4,420
New +$260K 0.26% 36