MG
Mather Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
44,246
+4,568
| +12% | +$323K | 0.03% | 149 |
|
|
2025
Q1 | $2.84M | Sell |
39,678
-21,424
| -35% | -$1.53M | 0.03% | 145 |
|
|
2024
Q4 | $3.8M | Buy |
61,102
+337
| +0.6% | +$21K | 0.05% | 130 |
|
|
2024
Q3 | $4.37M | Sell |
60,765
-32,793
| -35% | -$2.36M | 0.06% | 119 |
|
|
2024
Q2 | $5.72M | Buy |
93,558
+47,023
| +101% | +$2.88M | 0.07% | 114 |
|
|
2024
Q1 | $2.74M | Sell |
46,535
-9,763
| -17% | -$575K | 0.04% | 135 |
|
|
2023
Q4 | $3.32M | Buy |
56,298
+3,122
| +6% | +$184K | 0.05% | 124 |
|
|
2023
Q3 | $2.98M | Sell |
53,176
-3,153
| -6% | -$177K | 0.05% | 123 |
|
|
2023
Q2 | $3.39M | Buy |
56,329
+1,724
| +3% | +$104K | 0.05% | 123 |
|
|
2023
Q1 | $3.39M | Buy |
54,605
+16,308
| +43% | +$1.01M | 0.06% | 103 |
|
|
2022
Q4 | $2.44M | Sell |
38,297
-62
| -0.2% | -$3.94K | 0.05% | 126 |
|
|
2022
Q3 | $2.15M | Buy |
38,359
+881
| +2% | +$49.4K | 0.05% | 126 |
|
|
2022
Q2 | $2.36M | Buy |
37,478
+5,180
| +16% | +$326K | 0.05% | 115 |
|
|
2022
Q1 | $2M | Buy |
+32,298
| New | +$2M | 0.04% | 112 |
|
|
2020
Q4 | – | Sell |
-34,358
| Closed | -$1.7M | – | 262 |
|
|
2020
Q3 | $1.7M | Buy |
34,358
+97
| +0.3% | +$4.79K | 0.07% | 66 |
|
|
2020
Q2 | $1.53M | Buy |
+34,261
| New | +$1.53M | 0.07% | 69 |
|