McBroom & 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 | $286K | Hold |
4,000
| – | – | 0.16% | 37 |
|
2025
Q1 | $286K | Hold |
4,000
| – | – | 0.16% | 37 |
|
2024
Q4 | $249K | Hold |
4,000
| – | – | 0.14% | 35 |
|
2024
Q3 | $287K | Hold |
4,000
| – | – | 0.18% | 33 |
|
2024
Q2 | $255K | Hold |
4,000
| – | – | 0.16% | 33 |
|
2024
Q1 | $245K | Hold |
4,000
| – | – | 0.16% | 33 |
|
2023
Q4 | $236K | Hold |
4,000
| – | – | 0.17% | 33 |
|
2023
Q3 | $224K | Hold |
4,000
| – | – | 0.18% | 36 |
|
2023
Q2 | $241K | Hold |
4,000
| – | – | 0.19% | 35 |
|
2023
Q1 | $248K | Hold |
4,000
| – | – | 0.22% | 34 |
|
2022
Q4 | $254K | Sell |
4,000
-752
| -16% | -$47.8K | 0.28% | 34 |
|
2022
Q3 | $266K | Buy |
+4,752
| New | +$266K | 0.3% | 31 |
|