Marion 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 | $1.66M | Buy |
23,446
+18,270
| +353% | +$1.29M | 0.42% | 54 |
|
|
2025
Q1 | $371K | Hold |
5,176
| – | – | 0.1% | 94 |
|
|
2024
Q4 | $322K | Buy |
5,176
+63
| +1% | +$3.92K | 0.09% | 108 |
|
|
2024
Q3 | $367K | Buy |
5,113
+521
| +11% | +$37.4K | 0.1% | 102 |
|
|
2024
Q2 | $292K | Buy |
4,592
+35
| +0.8% | +$2.23K | 0.09% | 108 |
|
|
2024
Q1 | $279K | Buy |
+4,557
| New | +$279K | 0.08% | 109 |
|