MB, Levis & Associates’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 | $171K | Hold |
2,411
| – | – | 0.07% | 70 |
|
|
2025
Q1 | $173K | Hold |
2,411
| – | – | 0.08% | 70 |
|
|
2024
Q4 | $150K | Hold |
2,411
| – | – | 0.08% | 70 |
|
|
2024
Q3 | $173K | Hold |
2,411
| – | – | 0.09% | 68 |
|
|
2024
Q2 | $153K | Hold |
2,411
| – | – | 0.08% | 67 |
|
|
2024
Q1 | $148K | Hold |
2,411
| – | – | 0.08% | 66 |
|
|
2023
Q4 | $142K | Buy |
2,411
+111
| +5% | +$6.54K | 0.08% | 64 |
|
|
2023
Q3 | $129K | Hold |
2,300
| – | – | 0.08% | 69 |
|
|
2023
Q2 | $139K | Hold |
2,300
| – | – | 0.09% | 70 |
|
|
2023
Q1 | $143K | Hold |
2,300
| – | – | 0.1% | 68 |
|
|
2022
Q4 | $146K | Buy |
+2,300
| New | +$146K | 0.11% | 58 |
|