Larson Financial 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 | $2.91M | Buy |
41,182
+4,445
| +12% | +$314K | 0.12% | 167 |
|
|
2025
Q1 | $2.63M | Sell |
36,737
-386
| -1% | -$27.6K | 0.12% | 153 |
|
|
2024
Q4 | $2.31M | Buy |
37,123
+4,661
| +14% | +$290K | 0.12% | 151 |
|
|
2024
Q3 | $2.33M | Buy |
32,462
+8,837
| +37% | +$635K | 0.13% | 144 |
|
|
2024
Q2 | $1.5M | Buy |
23,625
+12,629
| +115% | +$804K | 0.1% | 162 |
|
|
2024
Q1 | $673K | Sell |
10,996
-1,355
| -11% | -$82.9K | 0.05% | 200 |
|
|
2023
Q4 | $728K | Buy |
12,351
+8,719
| +240% | +$514K | 0.06% | 181 |
|
|
2023
Q3 | $203K | Sell |
3,632
-3,198
| -47% | -$179K | 0.02% | 320 |
|
|
2023
Q2 | $411K | Buy |
6,830
+538
| +9% | +$32.4K | 0.04% | 217 |
|
|
2023
Q1 | $390K | Buy |
6,292
+328
| +5% | +$20.3K | 0.04% | 232 |
|
|
2022
Q4 | $379K | Buy |
5,964
+120
| +2% | +$7.63K | 0.05% | 225 |
|
|
2022
Q3 | $327K | Buy |
5,844
+4,770
| +444% | +$267K | 0.05% | 213 |
|
|
2022
Q2 | $68K | Sell |
1,074
-133
| -11% | -$8.42K | 0.01% | 309 |
|
|
2022
Q1 | $75K | Buy |
1,207
+92
| +8% | +$5.72K | 0.01% | 312 |
|
|
2021
Q4 | $66K | Buy |
1,115
+367
| +49% | +$21.7K | 0.01% | 332 |
|
|
2021
Q3 | $39K | Buy |
748
+202
| +37% | +$10.5K | 0.01% | 342 |
|
|
2021
Q2 | $30K | Sell |
546
-904
| -62% | -$49.7K | 0.01% | 368 |
|
|
2021
Q1 | $76K | Buy |
1,450
+100
| +7% | +$5.24K | 0.02% | 198 |
|
|
2020
Q4 | $74K | Buy |
1,350
+17
| +1% | +$932 | 0.03% | 165 |
|
|
2020
Q3 | $66K | Sell |
1,333
-264
| -17% | -$13.1K | 0.03% | 165 |
|
|
2020
Q2 | $71K | Buy |
1,597
+225
| +16% | +$10K | 0.03% | 161 |
|
|
2020
Q1 | $61K | Buy |
1,372
+178
| +15% | +$7.91K | 0.04% | 145 |
|
|
2019
Q4 | $66K | Buy |
1,194
+102
| +9% | +$5.64K | 0.04% | 130 |
|
|
2019
Q3 | $59K | Sell |
1,092
-476
| -30% | -$25.7K | 0.04% | 136 |
|
|
2019
Q2 | $80K | Sell |
1,568
-235
| -13% | -$12K | 0.06% | 93 |
|
|
2019
Q1 | $84K | Buy |
1,803
+236
| +15% | +$11K | 0.07% | 88 |
|
|
2018
Q4 | $74K | Buy |
+1,567
| New | +$74K | 0.07% | 89 |
|
|
2018
Q1 | – | Sell |
-4,477
| Closed | -$205K | – | 59 |
|
|
2017
Q4 | $205K | Buy |
+4,477
| New | +$205K | 0.17% | 68 |
|