Money Concepts Capital’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 | $6.92M | Buy |
97,739
+607
| +0.6% | +$42.9K | 0.46% | 45 |
|
|
2025
Q1 | $6.96M | Buy |
97,132
+4,555
| +5% | +$326K | 0.52% | 43 |
|
|
2024
Q4 | $5.76M | Buy |
92,577
+1,656
| +2% | +$103K | 0.43% | 52 |
|
|
2024
Q3 | $6.53M | Buy |
90,921
+316
| +0.3% | +$22.7K | 0.5% | 46 |
|
|
2024
Q2 | $5.77M | Buy |
90,605
+494
| +0.5% | +$31.4K | 0.48% | 49 |
|
|
2024
Q1 | $5.51M | Buy |
90,111
+442
| +0.5% | +$27K | 0.51% | 51 |
|
|
2023
Q4 | $5.28M | Sell |
89,669
-590
| -0.7% | -$34.8K | 0.49% | 60 |
|
|
2023
Q3 | $5.05M | Buy |
90,259
+1,501
| +2% | +$84K | 0.53% | 58 |
|
|
2023
Q2 | $5.34M | Sell |
88,758
-384,550
| -81% | -$23.2M | 0.54% | 55 |
|
|
2023
Q1 | $29.5M | Sell |
473,308
-31,905
| -6% | -$1.99M | 1.64% | 16 |
|
|
2022
Q4 | $32.1M | Buy |
505,213
+58,360
| +13% | +$3.71M | 1.44% | 15 |
|
|
2022
Q3 | $25M | Buy |
446,853
+341,588
| +325% | +$19.1M | 1.48% | 14 |
|
|
2022
Q2 | $6.78M | Sell |
105,265
-33,460
| -24% | -$2.15M | 0.6% | 33 |
|
|
2022
Q1 | $8.6M | Buy |
138,725
+49,425
| +55% | +$3.06M | 0.48% | 41 |
|
|
2021
Q4 | $5.29M | Buy |
+89,300
| New | +$5.29M | 0.45% | 51 |
|
|
2021
Q1 | $4.46M | Buy |
84,553
+3,903
| +5% | +$206K | 0.36% | 71 |
|
|
2020
Q4 | $4.42M | Buy |
+80,650
| New | +$4.42M | 0.41% | 65 |
|