KFP
KMG Fiduciary Partners’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
169,086
+174
| +0.1% | +$12.3K | 0.89% | 25 |
|
|
2025
Q1 | $12.1M | Sell |
168,912
-24,441
| -13% | -$1.75M | 1% | 23 |
|
|
2024
Q4 | $12M | Buy |
193,353
+5,345
| +3% | +$333K | 1% | 23 |
|
|
2024
Q3 | $13.5M | Sell |
188,008
-11,954
| -6% | -$859K | 1.17% | 20 |
|
|
2024
Q2 | $12.7M | Buy |
199,962
+2,648
| +1% | +$169K | 1.25% | 17 |
|
|
2024
Q1 | $12.1M | Buy |
197,314
+31,476
| +19% | +$1.93M | 1.25% | 18 |
|
|
2023
Q4 | $9.77M | Buy |
165,838
+4,191
| +3% | +$247K | 1.14% | 19 |
|
|
2023
Q3 | $9.05M | Buy |
161,647
+1,475
| +0.9% | +$82.6K | 1.2% | 18 |
|
|
2023
Q2 | $9.65M | Buy |
160,172
+15,389
| +11% | +$927K | 1.25% | 16 |
|
|
2023
Q1 | $8.98M | Buy |
144,783
+2,625
| +2% | +$163K | 1.29% | 15 |
|
|
2022
Q4 | $9.04M | Buy |
142,158
+6,921
| +5% | +$440K | 1.48% | 12 |
|
|
2022
Q3 | $7.58M | Sell |
135,237
-8,553
| -6% | -$479K | 1.46% | 12 |
|
|
2022
Q2 | $9.05M | Buy |
143,790
+3,383
| +2% | +$213K | 1.69% | 10 |
|
|
2022
Q1 | $8.71M | Buy |
140,407
+3,118
| +2% | +$193K | 1.39% | 13 |
|
|
2021
Q4 | $8.13M | Buy |
137,289
+4,786
| +4% | +$283K | 1.26% | 18 |
|
|
2021
Q3 | $6.95M | Buy |
132,503
+4,243
| +3% | +$223K | 1.18% | 20 |
|
|
2021
Q2 | $6.94M | Buy |
128,260
+3,233
| +3% | +$175K | 1.22% | 20 |
|
|
2021
Q1 | $6.59M | Buy |
125,027
+2,263
| +2% | +$119K | 1.29% | 21 |
|
|
2020
Q4 | $6.41M | Buy |
122,764
+7,682
| +7% | +$401K | 1.35% | 20 |
|
|
2020
Q3 | $5.68M | Buy |
115,082
+3,418
| +3% | +$169K | 1.41% | 19 |
|
|
2020
Q2 | $4.99M | Buy |
111,664
+2,956
| +3% | +$132K | 1.39% | 20 |
|
|
2020
Q1 | $4.81M | Buy |
108,708
+437
| +0.4% | +$19.3K | 1.56% | 19 |
|
|
2019
Q4 | $5.99M | Buy |
108,271
+1,264
| +1% | +$70K | 1.83% | 20 |
|
|
2019
Q3 | $5.83M | Buy |
107,007
+1,349
| +1% | +$73.4K | 1.98% | 19 |
|
|
2019
Q2 | $5.38M | Buy |
105,658
+2,287
| +2% | +$116K | 1.95% | 19 |
|
|
2019
Q1 | $4.84M | Buy |
103,371
+2,805
| +3% | +$131K | 1.84% | 20 |
|
|
2018
Q4 | $4.76M | Buy |
+100,566
| New | +$4.76M | 2.16% | 17 |
|