LongView 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 | $3.47M | Sell |
49,087
-195
| -0.4% | -$13.8K | 1.05% | 24 |
|
|
2025
Q1 | $3.53M | Buy |
49,282
+100
| +0.2% | +$7.16K | 1.06% | 28 |
|
|
2024
Q4 | $3.06M | Buy |
49,182
+5,809
| +13% | +$362K | 0.93% | 29 |
|
|
2024
Q3 | $3.12M | Buy |
43,373
+312
| +0.7% | +$22.4K | 0.99% | 28 |
|
|
2024
Q2 | $2.74M | Buy |
43,061
+8,661
| +25% | +$551K | 1.01% | 26 |
|
|
2024
Q1 | $2.1M | Sell |
34,400
-4,530
| -12% | -$277K | 0.83% | 31 |
|
|
2023
Q4 | $2.34M | Buy |
+38,930
| New | +$2.34M | 1.04% | 24 |
|