New Age Alpha 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 | $13.3M | Buy |
187,280
+35,340
| +23% | +$2.5M | 0.58% | 22 |
|
2025
Q1 | $10.9M | Sell |
151,940
-69,335
| -31% | -$4.97M | 0.49% | 29 |
|
2024
Q4 | $13.8M | Buy |
221,275
+220,782
| +44,783% | +$13.7M | 0.56% | 26 |
|
2024
Q3 | $35.4K | Buy |
493
+328
| +199% | +$23.6K | 0.02% | 38 |
|
2024
Q2 | $10.5K | Buy |
+165
| New | +$10.5K | 0.01% | 48 |
|