New World 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 | $243K | Buy |
+3,441
| New | +$243K | 0.05% | 61 |
|
|
2022
Q2 | – | Sell |
-4,520
| Closed | -$300K | – | 66 |
|
|
2022
Q1 | $300K | Sell |
4,520
-3,900
| -46% | -$259K | 0.16% | 44 |
|
|
2021
Q4 | $498K | Buy |
8,420
+1,200
| +17% | +$71K | 0.23% | 29 |
|
|
2021
Q3 | $393K | Sell |
7,220
-8,414
| -54% | -$458K | 0.18% | 34 |
|
|
2021
Q2 | $846K | Buy |
+15,634
| New | +$846K | 0.57% | 38 |
|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$94K | – | 77 |
|
|
2019
Q1 | $94K | Buy |
+2,000
| New | +$94K | 0.07% | 34 |
|