Integral Investment 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 | $203K | Sell |
2,874
-63
| -2% | -$4.46K | 0.06% | 153 |
|
|
2025
Q1 | $210K | Sell |
2,937
-1,461
| -33% | -$105K | 0.07% | 150 |
|
|
2024
Q4 | $274K | Sell |
4,398
-213
| -5% | -$13.3K | 0.09% | 134 |
|
|
2024
Q3 | $331K | Buy |
4,611
+603
| +15% | +$43.3K | 0.11% | 124 |
|
|
2024
Q2 | $256K | Sell |
4,008
-133
| -3% | -$8.5K | 0.09% | 131 |
|
|
2024
Q1 | $253K | Buy |
+4,141
| New | +$253K | 0.1% | 129 |
|