Kapstone Financial 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 | $544K | Hold |
7,684
| – | – | 0.27% | 55 |
|
|
2025
Q1 | $550K | Hold |
7,684
| – | – | 0.31% | 54 |
|
|
2024
Q4 | $483K | Hold |
7,684
| – | – | 0.26% | 61 |
|
|
2024
Q3 | $552K | Hold |
7,684
| – | – | 0.33% | 54 |
|
|
2024
Q2 | $489K | Buy |
7,684
+448
| +6% | +$28.5K | 0.32% | 56 |
|
|
2024
Q1 | $443K | Buy |
7,236
+59
| +0.8% | +$3.61K | 0.3% | 61 |
|
|
2023
Q4 | $425K | Sell |
7,177
-307
| -4% | -$18.2K | 0.33% | 58 |
|
|
2023
Q3 | $419K | Sell |
7,484
-187
| -2% | -$10.5K | 0.38% | 53 |
|
|
2023
Q2 | $474K | Buy |
7,671
+108
| +1% | +$6.67K | 0.39% | 55 |
|
|
2023
Q1 | $478K | Sell |
7,563
-180
| -2% | -$11.4K | 0.43% | 53 |
|
|
2022
Q4 | $467K | Buy |
+7,743
| New | +$467K | 0.43% | 50 |
|