Mayfair Advisory Group’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 | $1.19M | Buy |
16,946
+5
| +0% | +$352 | 0.56% | 39 |
|
|
2025
Q1 | $1.21M | Sell |
16,941
-602
| -3% | -$43.1K | 0.7% | 31 |
|
|
2024
Q4 | $1.09M | Buy |
17,543
+112
| +0.6% | +$6.97K | 0.64% | 34 |
|
|
2024
Q3 | $1.22M | Buy |
17,431
+1
| +0% | +$70 | 0.77% | 29 |
|
|
2024
Q2 | $1.11M | Sell |
17,430
-195
| -1% | -$12.4K | 0.75% | 29 |
|
|
2024
Q1 | $1.08M | Buy |
17,625
+67
| +0.4% | +$4.1K | 0.78% | 30 |
|
|
2023
Q4 | $1.05M | Buy |
17,558
+3
| +0% | +$179 | 0.89% | 26 |
|
|
2023
Q3 | $949K | Buy |
17,555
+1,615
| +10% | +$87.3K | 0.92% | 28 |
|
|
2023
Q2 | $953K | Buy |
15,940
+2
| +0% | +$120 | 0.95% | 25 |
|
|
2023
Q1 | $1M | Buy |
15,938
+153
| +1% | +$9.65K | 1.09% | 23 |
|
|
2022
Q4 | $988K | Buy |
15,785
+2,432
| +18% | +$152K | 1.26% | 20 |
|
|
2022
Q3 | $756K | Hold |
13,353
| – | – | 1.07% | 26 |
|
|
2022
Q2 | $857K | Buy |
13,353
+57
| +0.4% | +$3.66K | 1.13% | 25 |
|
|
2022
Q1 | $836K | Buy |
13,296
+238
| +2% | +$15K | 1.07% | 20 |
|
|
2021
Q4 | $794K | Buy |
13,058
+3
| +0% | +$182 | 1.05% | 22 |
|
|
2021
Q3 | $692K | Buy |
13,055
+8
| +0.1% | +$424 | 1.06% | 21 |
|
|
2021
Q2 | $706K | Buy |
13,047
+148
| +1% | +$8.01K | 1.12% | 22 |
|
|
2021
Q1 | $677K | Buy |
12,899
+100
| +0.8% | +$5.25K | 1.21% | 21 |
|
|
2020
Q4 | $702K | Buy |
12,799
+8,405
| +191% | +$461K | 1.37% | 18 |
|
|
2020
Q3 | $217K | Buy |
+4,394
| New | +$217K | 0.56% | 52 |
|