Mezzasalma 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 | $357K | Sell |
5,044
-1,619
| -24% | -$115K | 0.11% | 108 |
|
|
2025
Q1 | $477K | Sell |
6,663
-93
| -1% | -$6.66K | 0.16% | 80 |
|
|
2024
Q4 | $421K | Buy |
6,756
+1,972
| +41% | +$123K | 0.14% | 87 |
|
|
2024
Q3 | $344K | Sell |
4,784
-24
| -0.5% | -$1.73K | 0.14% | 60 |
|
|
2024
Q2 | $306K | Sell |
4,808
-443
| -8% | -$28.2K | 0.13% | 60 |
|
|
2024
Q1 | $321K | Sell |
5,251
-1,349
| -20% | -$82.5K | 0.15% | 73 |
|
|
2023
Q4 | $389K | Buy |
6,600
+35
| +0.5% | +$2.06K | 0.21% | 53 |
|
|
2023
Q3 | $368K | Hold |
6,565
| – | – | 0.23% | 55 |
|
|
2023
Q2 | $395K | Hold |
6,565
| – | – | 0.24% | 54 |
|
|
2023
Q1 | $407K | Sell |
6,565
-24
| -0.4% | -$1.49K | 0.29% | 50 |
|
|
2022
Q4 | $419K | Sell |
6,589
-868
| -12% | -$55.2K | 0.37% | 48 |
|
|
2022
Q3 | $418K | Hold |
7,457
| – | – | 0.33% | 43 |
|
|
2022
Q2 | $469K | Hold |
7,457
| – | – | 0.4% | 40 |
|
|
2022
Q1 | $462K | Hold |
7,457
| – | – | 0.29% | 43 |
|
|
2021
Q4 | $442K | Buy |
7,457
+458
| +7% | +$27.1K | 0.24% | 54 |
|
|
2021
Q3 | $367K | Hold |
6,999
| – | – | 0.21% | 59 |
|
|
2021
Q2 | $379K | Sell |
6,999
-200
| -3% | -$10.8K | 0.21% | 60 |
|
|
2021
Q1 | $379K | Hold |
7,199
| – | – | 0.24% | 55 |
|
|
2020
Q4 | $395K | Buy |
+7,199
| New | +$395K | 0.25% | 57 |
|