Marshall Financial Group (Maryland)’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 | $498K | Sell |
7,010
-318
| -4% | -$22.6K | 0.1% | 185 |
|
|
2025
Q1 | $525K | Sell |
7,328
-315
| -4% | -$22.6K | 0.11% | 160 |
|
|
2024
Q4 | $476K | Buy |
7,643
+175
| +2% | +$10.9K | 0.12% | 151 |
|
|
2024
Q3 | $537K | Buy |
7,468
+20
| +0.3% | +$1.44K | 0.13% | 152 |
|
|
2024
Q2 | $474K | Sell |
7,448
-1,679
| -18% | -$107K | 0.13% | 133 |
|
|
2024
Q1 | $558K | Buy |
9,127
+591
| +7% | +$36.2K | 0.16% | 126 |
|
|
2023
Q4 | $503K | Sell |
8,536
-24,416
| -74% | -$1.44M | 0.16% | 129 |
|
|
2023
Q3 | $1.84M | Buy |
32,952
+161
| +0.5% | +$9.01K | 0.66% | 39 |
|
|
2023
Q2 | $1.97M | Sell |
32,791
-208
| -0.6% | -$12.5K | 0.67% | 41 |
|
|
2023
Q1 | $2.05M | Sell |
32,999
-1,428
| -4% | -$88.6K | 0.73% | 34 |
|
|
2022
Q4 | $2.19M | Buy |
34,427
+8,843
| +35% | +$563K | 0.85% | 32 |
|
|
2022
Q3 | $1.43M | Sell |
25,584
-53
| -0.2% | -$2.97K | 0.61% | 40 |
|
|
2022
Q2 | $1.61M | Sell |
25,637
-2,782
| -10% | -$175K | 0.64% | 36 |
|
|
2022
Q1 | $1.76M | Sell |
28,419
-465
| -2% | -$28.8K | 0.72% | 28 |
|
|
2021
Q4 | $1.71M | Buy |
28,884
+2,222
| +8% | +$132K | 0.63% | 32 |
|
|
2021
Q3 | $1.4M | Buy |
26,662
+1,149
| +5% | +$60.3K | 0.72% | 27 |
|
|
2021
Q2 | $1.38M | Sell |
25,513
-3,337
| -12% | -$181K | 0.75% | 23 |
|
|
2021
Q1 | $1.52M | Buy |
28,850
+2,206
| +8% | +$116K | 0.91% | 26 |
|
|
2020
Q4 | $1.46M | Buy |
+26,644
| New | +$1.46M | 0.95% | 19 |
|