Merit 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 | $14.1M | Buy |
199,259
+82,550
| +71% | +$5.84M | 0.16% | 104 |
|
|
2025
Q1 | $8.36M | Buy |
116,709
+16,916
| +17% | +$1.21M | 0.13% | 134 |
|
|
2024
Q4 | $6.21M | Buy |
99,793
+10,632
| +12% | +$662K | 0.11% | 158 |
|
|
2024
Q3 | $6.41M | Sell |
89,161
-7,465
| -8% | -$536K | 0.14% | 127 |
|
|
2024
Q2 | $6.15M | Sell |
96,626
-11,047
| -10% | -$703K | 0.14% | 122 |
|
|
2024
Q1 | $6.69M | Buy |
107,673
+35,182
| +49% | +$2.19M | 0.16% | 109 |
|
|
2023
Q4 | $4.27M | Buy |
72,491
+9,297
| +15% | +$548K | 0.13% | 112 |
|
|
2023
Q3 | $3.54M | Buy |
63,194
+5,647
| +10% | +$316K | 0.12% | 137 |
|
|
2023
Q2 | $3.47M | Buy |
57,547
+21,444
| +59% | +$1.29M | 0.11% | 139 |
|
|
2023
Q1 | $2.24M | Buy |
36,103
+4,480
| +14% | +$278K | 0.08% | 188 |
|
|
2022
Q4 | $2.01M | Buy |
31,623
+5,773
| +22% | +$367K | 0.07% | 195 |
|
|
2022
Q3 | $1.45M | Sell |
25,850
-11,336
| -30% | -$635K | 0.06% | 199 |
|
|
2022
Q2 | $2.34M | Buy |
37,186
+24,959
| +204% | +$1.57M | 0.07% | 166 |
|
|
2022
Q1 | $758K | Buy |
12,227
+1,754
| +17% | +$109K | 0.05% | 184 |
|
|
2021
Q4 | $620K | Buy |
10,473
+26
| +0.2% | +$1.54K | 0.06% | 150 |
|
|
2021
Q3 | $548K | Sell |
10,447
-5
| -0% | -$262 | 0.06% | 148 |
|
|
2021
Q2 | $566K | Sell |
10,452
-223
| -2% | -$12.1K | 0.05% | 147 |
|
|
2021
Q1 | $563K | Sell |
10,675
-23
| -0.2% | -$1.21K | 0.06% | 139 |
|
|
2020
Q4 | $587K | Sell |
10,698
-78
| -0.7% | -$4.28K | 0.06% | 123 |
|
|
2020
Q3 | $532K | Buy |
10,776
+225
| +2% | +$11.1K | 0.05% | 134 |
|
|
2020
Q2 | $471K | Buy |
10,551
+652
| +7% | +$29.1K | 0.05% | 134 |
|
|
2020
Q1 | $438K | Buy |
9,899
+500
| +5% | +$22.1K | 0.05% | 135 |
|
|
2019
Q4 | $520K | Buy |
9,399
+4,756
| +102% | +$263K | 0.05% | 137 |
|
|
2019
Q3 | $253K | Buy |
+4,643
| New | +$253K | 0.03% | 124 |
|