Kestra Private Wealth 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 | $13.3M | Buy |
188,569
+995
| +0.5% | +$70.4K | 0.19% | 117 |
|
|
2025
Q1 | $13.4M | Sell |
187,574
-8,251
| -4% | -$591K | 0.22% | 94 |
|
|
2024
Q4 | $12.2M | Buy |
195,825
+22,404
| +13% | +$1.39M | 0.21% | 105 |
|
|
2024
Q3 | $12.5M | Sell |
173,421
-19,032
| -10% | -$1.37M | 0.23% | 98 |
|
|
2024
Q2 | $12.2M | Buy |
192,453
+4,707
| +3% | +$300K | 0.25% | 88 |
|
|
2024
Q1 | $11.5M | Buy |
187,746
+2,506
| +1% | +$153K | 0.26% | 94 |
|
|
2023
Q4 | $10.9M | Sell |
185,240
-2,856
| -2% | -$168K | 0.28% | 89 |
|
|
2023
Q3 | $10.5M | Buy |
188,096
+22,650
| +14% | +$1.27M | 0.33% | 72 |
|
|
2023
Q2 | $9.96M | Buy |
165,446
+14,505
| +10% | +$873K | 0.34% | 70 |
|
|
2023
Q1 | $9.36M | Buy |
150,941
+42,930
| +40% | +$2.66M | 0.37% | 68 |
|
|
2022
Q4 | $6.87M | Buy |
108,011
+3,831
| +4% | +$244K | 0.35% | 76 |
|
|
2022
Q3 | $5.84M | Sell |
104,180
-4,656
| -4% | -$261K | 0.34% | 76 |
|
|
2022
Q2 | $6.85M | Sell |
108,836
-997
| -0.9% | -$62.7K | 0.39% | 57 |
|
|
2022
Q1 | $6.81M | Sell |
109,833
-433
| -0.4% | -$26.8K | 0.34% | 69 |
|
|
2021
Q4 | $6.53M | Buy |
110,266
+14,586
| +15% | +$864K | 0.31% | 76 |
|
|
2021
Q3 | $5.02M | Buy |
95,680
+2,884
| +3% | +$151K | 0.28% | 83 |
|
|
2021
Q2 | $5.02M | Buy |
92,796
+5,151
| +6% | +$279K | 0.31% | 73 |
|
|
2021
Q1 | $4.62M | Buy |
87,645
+1,416
| +2% | +$74.6K | 0.32% | 74 |
|
|
2020
Q4 | $4.69M | Buy |
86,229
+2,672
| +3% | +$145K | 0.35% | 71 |
|
|
2020
Q3 | $4.13M | Buy |
+83,557
| New | +$4.13M | 0.36% | 69 |
|