MRA Advisory Group’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 | $368K | Sell |
5,202
-1,097
| -17% | -$77.6K | 0.17% | 86 |
|
2025
Q1 | $451K | Buy |
6,299
+1,253
| +25% | +$89.7K | 0.24% | 60 |
|
2024
Q4 | $314K | Buy |
5,046
+108
| +2% | +$6.72K | 0.17% | 74 |
|
2024
Q3 | $355K | Buy |
4,938
+547
| +12% | +$39.3K | 0.19% | 64 |
|
2024
Q2 | $279K | Sell |
4,391
-38
| -0.9% | -$2.42K | 0.16% | 76 |
|
2024
Q1 | $271K | Sell |
4,429
-851
| -16% | -$52.1K | 0.16% | 76 |
|
2023
Q4 | $311K | Buy |
5,280
+975
| +23% | +$57.5K | 0.21% | 61 |
|
2023
Q3 | $241K | Sell |
4,305
-1,601
| -27% | -$89.6K | 0.17% | 99 |
|
2023
Q2 | $356K | Buy |
5,906
+302
| +5% | +$18.2K | 0.24% | 68 |
|
2023
Q1 | $348K | Buy |
5,604
+1,742
| +45% | +$108K | 0.25% | 67 |
|
2022
Q4 | $246K | Buy |
+3,862
| New | +$246K | 0.19% | 87 |
|