Morris Financial Concepts’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 | $362K | Sell |
5,123
-3,270
| -39% | -$231K | 0.14% | 85 |
|
|
2025
Q1 | $601K | Sell |
8,393
-191
| -2% | -$13.7K | 0.25% | 62 |
|
|
2024
Q4 | $534K | Buy |
8,584
+1,832
| +27% | +$114K | 0.23% | 60 |
|
|
2024
Q3 | $485K | Buy |
6,752
+25
| +0.4% | +$1.8K | 0.21% | 66 |
|
|
2024
Q2 | $428K | Sell |
6,727
-210
| -3% | -$13.4K | 0.21% | 66 |
|
|
2024
Q1 | $424K | Sell |
6,937
-110
| -2% | -$6.73K | 0.22% | 64 |
|
|
2023
Q4 | $415K | Buy |
7,047
+52
| +0.7% | +$3.06K | 0.24% | 58 |
|
|
2023
Q3 | $392K | Sell |
6,995
-251
| -3% | -$14.1K | 0.26% | 54 |
|
|
2023
Q2 | $436K | Sell |
7,246
-6
| -0.1% | -$361 | 0.28% | 49 |
|
|
2023
Q1 | $450K | Sell |
7,252
-597
| -8% | -$37K | 0.32% | 46 |
|
|
2022
Q4 | $499K | Sell |
7,849
-1,575
| -17% | -$100K | 0.4% | 44 |
|
|
2022
Q3 | $528K | Buy |
9,424
+21
| +0.2% | +$1.18K | 0.55% | 30 |
|
|
2022
Q2 | $592K | Buy |
9,403
+124
| +1% | +$7.81K | 0.56% | 31 |
|
|
2022
Q1 | $575K | Hold |
9,279
| – | – | 0.48% | 34 |
|
|
2021
Q4 | $549K | Buy |
+9,279
| New | +$549K | 0.46% | 34 |
|