Kennedy Investment Group’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 | $1.49M | Sell |
21,047
-66
| -0.3% | -$4.67K | 0.63% | 41 |
|
|
2025
Q1 | $1.51M | Sell |
21,113
-198
| -0.9% | -$14.2K | 0.7% | 34 |
|
|
2024
Q4 | $1.33M | Sell |
21,311
-279
| -1% | -$17.4K | 0.6% | 41 |
|
|
2024
Q3 | $1.55M | Buy |
21,590
+3
| +0% | +$216 | 0.71% | 34 |
|
|
2024
Q2 | $1.37M | Sell |
21,587
-529
| -2% | -$33.7K | 0.7% | 33 |
|
|
2024
Q1 | $1.35M | Sell |
22,116
-25
| -0.1% | -$1.53K | 0.72% | 39 |
|
|
2023
Q4 | $1.3M | Buy |
22,141
+598
| +3% | +$35.2K | 0.73% | 35 |
|
|
2023
Q3 | $1.21M | Buy |
21,543
+163
| +0.8% | +$9.13K | 0.73% | 36 |
|
|
2023
Q2 | $1.29M | Buy |
21,380
+41
| +0.2% | +$2.47K | 0.75% | 38 |
|
|
2023
Q1 | $1.32M | Sell |
21,339
-127
| -0.6% | -$7.88K | 0.81% | 36 |
|
|
2022
Q4 | $1.37M | Buy |
+21,466
| New | +$1.37M | 0.87% | 33 |
|