Montz Harcus Wealth Management’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 | $537K | Sell |
7,591
-410
| -5% | -$29K | 0.26% | 42 |
|
|
2025
Q1 | $573K | Buy |
8,001
+24
| +0.3% | +$1.72K | 0.31% | 37 |
|
|
2024
Q4 | $497K | Sell |
7,977
-253
| -3% | -$15.8K | 0.28% | 40 |
|
|
2024
Q3 | $591K | Buy |
8,230
+84
| +1% | +$6.04K | 0.35% | 32 |
|
|
2024
Q2 | $518K | Buy |
8,146
+341
| +4% | +$21.7K | 0.34% | 32 |
|
|
2024
Q1 | $477K | Buy |
7,805
+16
| +0.2% | +$979 | 0.32% | 34 |
|
|
2023
Q4 | $459K | Buy |
7,789
+100
| +1% | +$5.89K | 0.35% | 33 |
|
|
2023
Q3 | $430K | Sell |
7,689
-14
| -0.2% | -$784 | 0.37% | 30 |
|
|
2023
Q2 | $464K | Buy |
7,703
+148
| +2% | +$8.91K | 0.38% | 28 |
|
|
2023
Q1 | $469K | Buy |
7,555
+121
| +2% | +$7.51K | 0.43% | 27 |
|
|
2022
Q4 | $473K | Buy |
7,434
+90
| +1% | +$5.73K | 0.47% | 25 |
|
|
2022
Q3 | $411K | Buy |
7,344
+45
| +0.6% | +$2.52K | 0.45% | 27 |
|
|
2022
Q2 | $459K | Buy |
7,299
+45
| +0.6% | +$2.83K | 0.48% | 27 |
|
|
2022
Q1 | $450K | Buy |
7,254
+231
| +3% | +$14.3K | 0.4% | 28 |
|
|
2021
Q4 | $416K | Buy |
+7,023
| New | +$416K | 0.36% | 32 |
|