KFA Private Wealth 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 | $599K | Sell |
8,461
-208
| -2% | -$14.7K | 0.19% | 65 |
|
|
2025
Q1 | $621K | Buy |
8,669
+2,771
| +47% | +$198K | 0.22% | 54 |
|
|
2024
Q4 | $367K | Buy |
5,898
+276
| +5% | +$17.2K | 0.15% | 62 |
|
|
2024
Q3 | $404K | Sell |
5,622
-2,017
| -26% | -$145K | 0.19% | 54 |
|
|
2024
Q2 | $487K | Sell |
7,639
-7,124
| -48% | -$454K | 0.25% | 45 |
|
|
2024
Q1 | $903K | Buy |
14,763
+702
| +5% | +$42.9K | 0.28% | 37 |
|
|
2023
Q4 | $829K | Sell |
14,061
-125
| -0.9% | -$7.37K | 0.3% | 33 |
|
|
2023
Q3 | $794K | Buy |
14,186
+240
| +2% | +$13.4K | 0.33% | 34 |
|
|
2023
Q2 | $840K | Sell |
13,946
-19
| -0.1% | -$1.14K | 0.35% | 32 |
|
|
2023
Q1 | $866K | Buy |
13,965
+3,943
| +39% | +$245K | 0.39% | 31 |
|
|
2022
Q4 | $638K | Buy |
10,022
+391
| +4% | +$24.9K | 0.33% | 31 |
|
|
2022
Q3 | $540K | Buy |
9,631
+84
| +0.9% | +$4.71K | 0.29% | 34 |
|
|
2022
Q2 | $601K | Sell |
9,547
-162
| -2% | -$10.2K | 0.33% | 35 |
|
|
2022
Q1 | $602K | Buy |
9,709
+325
| +3% | +$20.2K | 0.3% | 37 |
|
|
2021
Q4 | $556K | Sell |
9,384
-148
| -2% | -$8.77K | 0.28% | 38 |
|
|
2021
Q3 | $500K | Sell |
9,532
-104
| -1% | -$5.46K | 0.27% | 39 |
|
|
2021
Q2 | $521K | Buy |
9,636
+2
| +0% | +$108 | 0.28% | 38 |
|
|
2021
Q1 | $508K | Buy |
9,634
+1,613
| +20% | +$85.1K | 0.3% | 39 |
|
|
2020
Q4 | $440K | Sell |
8,021
-522
| -6% | -$28.6K | 0.28% | 38 |
|
|
2020
Q3 | $422K | Sell |
8,543
-435
| -5% | -$21.5K | 0.32% | 39 |
|
|
2020
Q2 | $401K | Buy |
8,978
+513
| +6% | +$22.9K | 0.39% | 32 |
|
|
2020
Q1 | $375K | Buy |
8,465
+244
| +3% | +$10.8K | 0.44% | 30 |
|
|
2019
Q4 | $455K | Buy |
+8,221
| New | +$455K | 0.42% | 30 |
|