Midwest 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 | $272K | Buy |
3,843
+134
| +4% | +$9.48K | 0.14% | 94 |
|
|
2025
Q1 | $266K | Sell |
3,709
-6,630
| -64% | -$475K | 0.15% | 90 |
|
|
2024
Q4 | $644K | Sell |
10,339
-553
| -5% | -$34.4K | 0.37% | 58 |
|
|
2024
Q3 | $783K | Sell |
10,892
-4,359
| -29% | -$313K | 0.46% | 49 |
|
|
2024
Q2 | $971K | Sell |
15,251
-641
| -4% | -$40.8K | 0.62% | 40 |
|
|
2024
Q1 | $972K | Sell |
15,892
-219
| -1% | -$13.4K | 0.65% | 41 |
|
|
2023
Q4 | $949K | Sell |
16,111
-480
| -3% | -$28.3K | 0.71% | 38 |
|
|
2023
Q3 | $929K | Sell |
16,591
-87
| -0.5% | -$4.87K | 0.79% | 35 |
|
|
2023
Q2 | $1M | Sell |
16,678
-313
| -2% | -$18.8K | 0.85% | 27 |
|
|
2023
Q1 | $1.05M | Buy |
+16,991
| New | +$1.05M | 0.97% | 25 |
|