Keynote Financial 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 | $1.04M | Sell |
14,635
-118
| -0.8% | -$8.35K | 0.7% | 46 |
|
|
2025
Q1 | $1.06M | Sell |
14,753
-20
| -0.1% | -$1.43K | 0.75% | 38 |
|
|
2024
Q4 | $920K | Sell |
14,773
-175
| -1% | -$10.9K | 0.71% | 42 |
|
|
2024
Q3 | $1.07M | Hold |
14,948
| – | – | 0.82% | 37 |
|
|
2024
Q2 | $951K | Sell |
14,948
-1,100
| -7% | -$70K | 0.8% | 39 |
|
|
2024
Q1 | $982K | Buy |
+16,048
| New | +$982K | 0.82% | 37 |
|