MPS Loria Financial Planners’s Coca-Cola KO Stock Holding History

MPS Loria Financial Planners’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$239K	Sell	3,383 -464	-12%	-$32.8K	0.07%	74
2025 Q1	$276K	Buy	3,847 +12	+0.3%	+$860	0.08%	66
2024 Q4	$239K	Buy	3,835 +51	+1%	+$3.18K	0.07%	74
2024 Q3	$272K	Buy	3,784 +14	+0.4%	+$1.01K	0.08%	68
2024 Q2	$240K	Buy	3,770 +27	+0.7%	+$1.72K	0.08%	72
2024 Q1	$229K	Hold	3,743	–	–	0.08%	78
2023 Q4	$221K	Buy	3,743 +85	+2%	+$5.01K	0.08%	79
2023 Q3	$205K	Sell	3,658 -391	-10%	-$21.9K	0.08%	75
2023 Q2	$244K	Buy	4,049 +15	+0.4%	+$904	0.09%	71
2023 Q1	$250K	Sell	4,034 -170	-4%	-$10.5K	0.1%	66
2022 Q4	$267K	Buy	4,204 +138	+3%	+$8.78K	0.12%	60
2022 Q3	$228K	Buy	4,066 +74	+2%	+$4.15K	0.09%	60
2022 Q2	$251K	Buy	3,992 +165	+4%	+$10.4K	0.11%	59
2022 Q1	$237K	Sell	3,827 -800	-17%	-$49.5K	0.1%	72
2021 Q4	$274K	Buy	4,627 +331	+8%	+$19.6K	0.11%	67
2021 Q3	$225K	Sell	4,296 -664	-13%	-$34.8K	0.1%	74
2021 Q2	$268K	Sell	4,960 -1,073	-18%	-$58K	0.12%	63
2021 Q1	$318K	Sell	6,033 -36	-0.6%	-$1.9K	0.15%	55
2020 Q4	$320K	Buy	6,069 +988	+19%	+$52.1K	0.14%	55
2020 Q3	$251K	Buy	5,081 +32	+0.6%	+$1.58K	0.13%	60
2020 Q2	$226K	Buy	5,049 +33	+0.7%	+$1.48K	0.12%	62
2020 Q1	$221K	Hold	5,016	–	–	0.17%	56
2019 Q4	$277K	Buy	5,016 +50	+1%	+$2.76K	0.16%	57
2019 Q3	$270K	Buy	4,966 +26	+0.5%	+$1.41K	0.18%	53
2019 Q2	$251K	Buy	4,940 +28	+0.6%	+$1.42K	0.16%	56
2019 Q1	$230K	Sell	4,912 -973	-17%	-$45.6K	0.15%	62
2018 Q4	$278K	Sell	5,885 -152	-3%	-$7.18K	0.2%	52
2018 Q3	$277K	Sell	6,037 -370	-6%	-$17K	0.17%	56
2018 Q2	$281K	Buy	6,407 +40	+0.6%	+$1.75K	0.28%	53
2018 Q1	$277K	Sell	6,367 -723	-10%	-$31.5K	0.2%	54
2017 Q4	$325K	Buy	7,090 +84	+1%	+$3.85K	0.22%	55
2017 Q3	$315K	Sell	7,006 -6,100	-47%	-$274K	0.23%	51
2017 Q2	$605K	Buy	+13,106	New	+$605K	0.41%	27