Mayflower Financial Advisors’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 | $1.78M | Buy |
25,145
+1,653
| +7% | +$117K | 0.25% | 98 |
|
|
2025
Q1 | $1.68M | Sell |
23,492
-499
| -2% | -$35.7K | 0.26% | 97 |
|
|
2024
Q4 | $1.49M | Buy |
23,991
+1,225
| +5% | +$76.3K | 0.22% | 106 |
|
|
2024
Q3 | $1.64M | Sell |
22,766
-6,105
| -21% | -$439K | 0.25% | 94 |
|
|
2024
Q2 | $1.84M | Sell |
28,871
-2,540
| -8% | -$162K | 0.3% | 76 |
|
|
2024
Q1 | $1.92M | Buy |
31,411
+37
| +0.1% | +$2.26K | 0.32% | 78 |
|
|
2023
Q4 | $1.85M | Buy |
31,374
+640
| +2% | +$37.7K | 0.26% | 81 |
|
|
2023
Q3 | $1.72M | Sell |
30,734
-209
| -0.7% | -$11.7K | 0.26% | 81 |
|
|
2023
Q2 | $1.86M | Buy |
30,943
+448
| +1% | +$27K | 0.24% | 83 |
|
|
2023
Q1 | $1.89M | Buy |
30,495
+45
| +0.1% | +$2.79K | 0.25% | 80 |
|
|
2022
Q4 | $1.94M | Buy |
30,450
+718
| +2% | +$45.7K | 0.27% | 76 |
|
|
2022
Q3 | $1.67M | Buy |
29,732
+34
| +0.1% | +$1.91K | 0.27% | 75 |
|
|
2022
Q2 | $1.87M | Sell |
29,698
-42
| -0.1% | -$2.64K | 0.29% | 70 |
|
|
2022
Q1 | $1.84M | Buy |
29,740
+192
| +0.6% | +$11.9K | 0.25% | 74 |
|
|
2021
Q4 | $1.75M | Buy |
29,548
+553
| +2% | +$32.8K | 0.23% | 77 |
|
|
2021
Q3 | $1.57M | Sell |
28,995
-5,300
| -15% | -$287K | 0.21% | 78 |
|
|
2021
Q2 | $1.86M | Buy |
34,295
+1,870
| +6% | +$101K | 0.26% | 69 |
|
|
2021
Q1 | $1.71M | Buy |
32,425
+204
| +0.6% | +$10.8K | 0.25% | 64 |
|
|
2020
Q4 | $1.77M | Buy |
+32,221
| New | +$1.77M | 0.3% | 61 |
|