Moss Adams 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 | $1.16M | Buy |
16,293
+2,141
| +15% | +$153K | 0.11% | 66 |
|
|
2025
Q1 | $1.02M | Buy |
14,152
+1,963
| +16% | +$142K | 0.11% | 65 |
|
|
2024
Q4 | $759K | Buy |
12,189
+691
| +6% | +$43K | 0.08% | 75 |
|
|
2024
Q3 | $832K | Buy |
11,498
+242
| +2% | +$17.5K | 0.09% | 67 |
|
|
2024
Q2 | $721K | Buy |
11,256
+1,709
| +18% | +$110K | 0.1% | 60 |
|
|
2024
Q1 | $588K | Buy |
9,547
+4,581
| +92% | +$282K | 0.09% | 66 |
|
|
2023
Q4 | $293K | Sell |
4,966
-83
| -2% | -$4.89K | 0.06% | 85 |
|
|
2023
Q3 | $283K | Buy |
+5,049
| New | +$283K | 0.1% | 69 |
|