McClarren 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 | – | Sell |
-2,321
| Closed | -$163K | – | 195 |
|
|
2025
Q1 | $163K | Buy |
+2,321
| New | +$163K | 0.11% | 78 |
|
|
2024
Q4 | – | Sell |
-1,724
| Closed | -$347 | – | 268 |
|
|
2024
Q3 | $347 | Buy |
1,724
+1,343
| +352% | +$270 | 0.04% | 59 |
|
|
2024
Q2 | $117K | Sell |
381
-1,453
| -79% | -$446K | 0.08% | 98 |
|
|
2024
Q1 | $113K | Buy |
1,834
+200
| +12% | +$12.3K | 0.08% | 100 |
|
|
2023
Q4 | $96K | Buy |
1,634
+25
| +2% | +$1.47K | 0.07% | 115 |
|
|
2023
Q3 | $90K | Sell |
1,609
-475
| -23% | -$26.6K | 0.08% | 109 |
|
|
2023
Q2 | $125K | Buy |
2,084
+192
| +10% | +$11.5K | 0.1% | 90 |
|
|
2023
Q1 | $115K | Sell |
1,892
-2
| -0.1% | -$122 | 0.1% | 93 |
|
|
2022
Q4 | $120K | Buy |
1,894
+817
| +76% | +$51.8K | 0.11% | 91 |
|
|
2022
Q3 | $60K | Buy |
+1,077
| New | +$60K | 0.06% | 116 |
|
|
2022
Q2 | – | Sell |
-1,074
| Closed | -$66K | – | 155 |
|
|
2022
Q1 | $66K | Sell |
1,074
-3
| -0.3% | -$184 | 0.05% | 108 |
|
|
2021
Q4 | $64K | Buy |
1,077
+168
| +18% | +$9.98K | 0.04% | 123 |
|
|
2021
Q3 | $47K | Buy |
909
+7
| +0.8% | +$362 | 0.04% | 119 |
|
|
2021
Q2 | $48K | Buy |
902
+418
| +86% | +$22.2K | 0.04% | 116 |
|
|
2021
Q1 | $26K | Hold |
484
| – | – | 0.02% | 139 |
|
|
2020
Q4 | $26K | Buy |
+484
| New | +$26K | 0.03% | 128 |
|