Mattson Financial Services’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 | $3.34M | Buy |
47,221
+848
| +2% | +$60K | 0.9% | 33 |
|
|
2025
Q1 | $3.32M | Buy |
46,373
+5,164
| +13% | +$370K | 1% | 30 |
|
|
2024
Q4 | $2.96M | Buy |
41,209
+81
| +0.2% | +$5.82K | 0.94% | 38 |
|
|
2024
Q3 | $2.62M | Sell |
41,128
-284
| -0.7% | -$18.1K | 0.94% | 30 |
|
|
2024
Q2 | $2.64M | Buy |
+41,412
| New | +$2.64M | 0.94% | 30 |
|