New England Capital Financial 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 | $415K | Buy |
5,866
+11
| +0.2% | +$778 | 0.19% | 34 |
|
|
2025
Q1 | $419K | Hold |
5,855
| – | – | 0.21% | 34 |
|
|
2024
Q4 | $365K | Buy |
5,855
+23
| +0.4% | +$1.43K | 0.18% | 38 |
|
|
2024
Q3 | $419K | Sell |
5,832
-86
| -1% | -$6.18K | 0.22% | 35 |
|
|
2024
Q2 | $377K | Buy |
5,918
+12
| +0.2% | +$764 | 0.21% | 34 |
|
|
2024
Q1 | $361K | Hold |
5,906
| – | – | 0.2% | 35 |
|
|
2023
Q4 | $348K | Buy |
5,906
+24
| +0.4% | +$1.41K | 0.21% | 36 |
|
|
2023
Q3 | $329K | Buy |
5,882
+12
| +0.2% | +$672 | 0.23% | 34 |
|
|
2023
Q2 | $353K | Sell |
5,870
-189
| -3% | -$11.4K | 0.23% | 35 |
|
|
2023
Q1 | $376K | Hold |
6,059
| – | – | 0.27% | 34 |
|
|
2022
Q4 | $364K | Buy |
+6,059
| New | +$364K | 0.26% | 35 |
|