Kingswood Wealth Advisors’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 | $3.4M | Buy |
48,046
+1,135
| +2% | +$80.3K | 0.27% | 83 |
|
|
2025
Q1 | $3.36M | Sell |
46,911
-4,369
| -9% | -$313K | 0.31% | 76 |
|
|
2024
Q4 | $3.19M | Sell |
51,280
-34,825
| -40% | -$2.17M | 0.24% | 91 |
|
|
2024
Q3 | $6.19M | Buy |
86,105
+42,733
| +99% | +$3.07M | 0.44% | 43 |
|
|
2024
Q2 | $2.76M | Buy |
43,372
+2,508
| +6% | +$160K | 0.25% | 85 |
|
|
2024
Q1 | $2.5M | Buy |
40,864
+1,822
| +5% | +$111K | 0.29% | 77 |
|
|
2023
Q4 | $2.3M | Buy |
39,042
+35,421
| +978% | +$2.09M | 0.26% | 81 |
|
|
2023
Q3 | $1.81M | Buy |
3,621
+5
| +0.1% | +$2.49K | 0.31% | 83 |
|
|
2023
Q2 | $218K | Buy |
+3,616
| New | +$218K | 0.07% | 243 |
|