Menard Financial 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 | $202K | Hold |
2,854
| – | – | 0.12% | 93 |
|
|
2025
Q1 | $205K | Sell |
2,854
-800
| -22% | -$57.4K | 0.13% | 96 |
|
|
2024
Q4 | $227K | Sell |
3,654
-65
| -2% | -$4.05K | 0.14% | 102 |
|
|
2024
Q3 | $267K | Hold |
3,719
| – | – | 0.18% | 101 |
|
|
2024
Q2 | $237K | Hold |
3,719
| – | – | 0.17% | 101 |
|
|
2024
Q1 | $228K | Hold |
3,719
| – | – | 0.19% | 99 |
|
|
2023
Q4 | $219K | Hold |
3,719
| – | – | 0.27% | 66 |
|
|
2023
Q3 | $208K | Sell |
3,719
-24
| -0.6% | -$1.34K | 0.3% | 66 |
|
|
2023
Q2 | $225K | Hold |
3,743
| – | – | 0.46% | 58 |
|
|
2023
Q1 | $232K | Hold |
3,743
| – | – | 0.54% | 53 |
|
|
2022
Q4 | $238K | Hold |
3,743
| – | – | 0.57% | 55 |
|
|
2022
Q3 | $210K | Hold |
3,743
| – | – | 0.38% | 82 |
|
|
2022
Q2 | $235K | Hold |
3,743
| – | – | 0.38% | 74 |
|
|
2022
Q1 | $232K | Hold |
3,743
| – | – | 0.23% | 119 |
|
|
2021
Q4 | $222K | Sell |
3,743
-149
| -4% | -$8.84K | 0.18% | 136 |
|
|
2021
Q3 | $204K | Sell |
3,892
-56
| -1% | -$2.94K | 0.18% | 156 |
|
|
2021
Q2 | $214K | Sell |
3,948
-3,198
| -45% | -$173K | 0.2% | 147 |
|
|
2021
Q1 | $377K | Sell |
7,146
-315
| -4% | -$16.6K | 0.41% | 69 |
|
|
2020
Q4 | $409K | Sell |
7,461
-860
| -10% | -$47.1K | 0.44% | 66 |
|
|
2020
Q3 | $411K | Sell |
8,321
-26
| -0.3% | -$1.28K | 0.48% | 51 |
|
|
2020
Q2 | $373K | Buy |
+8,347
| New | +$373K | 0.47% | 50 |
|
|
2020
Q1 | – | Sell |
-16,345
| Closed | -$905K | – | 76 |
|
|
2019
Q4 | $905K | Buy |
+16,345
| New | +$905K | 0.87% | 35 |
|