MSH Capital 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 | $4.23M | Buy |
59,724
+27
| +0% | +$1.91K | 1.22% | 20 |
|
2025
Q1 | $4.28M | Buy |
59,697
+145
| +0.2% | +$10.4K | 1.32% | 19 |
|
2024
Q4 | $3.71M | Sell |
59,552
-2
| -0% | -$125 | 1.17% | 23 |
|
2024
Q3 | $4.28M | Buy |
59,554
+330
| +0.6% | +$23.7K | 1.31% | 20 |
|
2024
Q2 | $3.77M | Buy |
59,224
+28
| +0% | +$1.78K | 1.26% | 20 |
|
2024
Q1 | $3.62M | Sell |
59,196
-130
| -0.2% | -$7.95K | 1.27% | 19 |
|
2023
Q4 | $3.5M | Sell |
59,326
-377
| -0.6% | -$22.2K | 1.31% | 18 |
|
2023
Q3 | $3.34M | Buy |
59,703
+1,810
| +3% | +$101K | 1.31% | 16 |
|
2023
Q2 | $3.49M | Buy |
57,893
+46,898
| +427% | +$2.82M | 1.28% | 17 |
|
2023
Q1 | $682K | Sell |
10,995
-252
| -2% | -$15.6K | 0.29% | 97 |
|
2022
Q4 | $715K | Buy |
11,247
+21
| +0.2% | +$1.34K | 0.32% | 92 |
|
2022
Q3 | $629K | Buy |
11,226
+368
| +3% | +$20.6K | 0.31% | 92 |
|
2022
Q2 | $683K | Buy |
10,858
+377
| +4% | +$23.7K | 0.32% | 90 |
|
2022
Q1 | $650K | Buy |
10,481
+1,010
| +11% | +$62.6K | 0.27% | 97 |
|
2021
Q4 | $561K | Buy |
+9,471
| New | +$561K | 0.25% | 95 |
|