KCFA
Key Client Fiduciary Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
6,150
-27
| -0.4% | -$1.91K | 0.18% | 119 |
|
|
2025
Q1 | $442K | Sell |
6,177
-77
| -1% | -$5.52K | 0.2% | 108 |
|
|
2024
Q4 | $389K | Buy |
6,254
+102
| +2% | +$6.35K | 0.17% | 119 |
|
|
2024
Q3 | $442K | Sell |
6,152
-777
| -11% | -$55.8K | 0.2% | 107 |
|
|
2024
Q2 | $441K | Buy |
6,929
+67
| +1% | +$4.27K | 0.22% | 100 |
|
|
2024
Q1 | $420K | Buy |
6,862
+2,567
| +60% | +$157K | 0.22% | 113 |
|
|
2023
Q4 | $253K | Sell |
4,295
-220
| -5% | -$13K | 0.15% | 145 |
|
|
2023
Q3 | $253K | Buy |
4,515
+181
| +4% | +$10.1K | 0.16% | 140 |
|
|
2023
Q2 | $261K | Buy |
4,334
+350
| +9% | +$21.1K | 0.15% | 143 |
|
|
2023
Q1 | $247K | Buy |
3,984
+457
| +13% | +$28.3K | 0.15% | 142 |
|
|
2022
Q4 | $224K | Buy |
+3,527
| New | +$224K | 0.15% | 138 |
|
|
2022
Q1 | – | Sell |
-3,591
| Closed | -$213K | – | 124 |
|
|
2021
Q4 | $213K | Buy |
+3,591
| New | +$213K | 0.18% | 113 |
|