KFG Wealth Management’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 | $374K | Buy |
5,293
+1,116
| +27% | +$79K | 0.06% | 142 |
|
|
2025
Q1 | $299K | Buy |
4,177
+51
| +1% | +$3.65K | 0.05% | 155 |
|
|
2024
Q4 | $257K | Sell |
4,126
-162
| -4% | -$10.1K | 0.05% | 163 |
|
|
2024
Q3 | $308K | Sell |
4,288
-1,056
| -20% | -$75.9K | 0.07% | 141 |
|
|
2024
Q2 | $340K | Buy |
5,344
+390
| +8% | +$24.8K | 0.13% | 114 |
|
|
2024
Q1 | $303K | Buy |
4,954
+387
| +8% | +$23.7K | 0.12% | 119 |
|
|
2023
Q4 | $269K | Buy |
4,567
+46
| +1% | +$2.71K | 0.12% | 109 |
|
|
2023
Q3 | $253K | Buy |
4,521
+291
| +7% | +$16.3K | 0.14% | 110 |
|
|
2023
Q2 | $255K | Buy |
+4,230
| New | +$255K | 0.15% | 101 |
|