Midland Wealth 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 | $815K | Sell |
11,516
-505
| -4% | -$35.7K | 0.05% | 85 |
|
|
2025
Q1 | $861K | Sell |
12,021
-703
| -6% | -$50.3K | 0.05% | 84 |
|
|
2024
Q4 | $792K | Sell |
12,724
-100
| -0.8% | -$6.23K | 0.05% | 95 |
|
|
2024
Q3 | $922K | Sell |
12,824
-3,282
| -20% | -$236K | 0.05% | 96 |
|
|
2024
Q2 | $1.03M | Sell |
16,106
-1,182
| -7% | -$75.2K | 0.06% | 86 |
|
|
2024
Q1 | $1.06M | Buy |
17,288
+408
| +2% | +$25K | 0.07% | 83 |
|
|
2023
Q4 | $995K | Buy |
+16,880
| New | +$995K | 0.07% | 85 |
|