MN 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 | $1.04M | Sell |
14,728
-4,582
| -24% | -$324K | 0.61% | 39 |
|
|
2025
Q1 | $1.38M | Buy |
19,310
+1,834
| +10% | +$131K | 0.81% | 29 |
|
|
2024
Q4 | $1.09M | Buy |
17,476
+7,939
| +83% | +$494K | 0.61% | 36 |
|
|
2024
Q3 | $685K | Sell |
9,537
-3,986
| -29% | -$286K | 0.39% | 53 |
|
|
2024
Q2 | $861K | Buy |
13,523
+301
| +2% | +$19.2K | 0.5% | 44 |
|
|
2024
Q1 | $809K | Buy |
13,222
+70
| +0.5% | +$4.28K | 0.5% | 45 |
|
|
2023
Q4 | $775K | Buy |
+13,152
| New | +$775K | 0.53% | 44 |
|