Northeast Financial Consultants’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 | $1.87M | Sell |
26,456
-7,213
| -21% | -$510K | 0.08% | 111 |
|
|
2025
Q1 | $2.41M | Hold |
33,669
| – | – | 0.11% | 97 |
|
|
2024
Q4 | $2.1M | Sell |
33,669
-921
| -3% | -$57.3K | 0.09% | 104 |
|
|
2024
Q3 | $2.49M | Buy |
34,590
+127
| +0.4% | +$9.13K | 0.11% | 92 |
|
|
2024
Q2 | $2.19M | Sell |
34,463
-4,954
| -13% | -$315K | 0.1% | 96 |
|
|
2024
Q1 | $2.41M | Hold |
39,417
| – | – | 0.12% | 99 |
|
|
2023
Q4 | $2.32M | Sell |
39,417
-11,584
| -23% | -$683K | 0.13% | 96 |
|
|
2023
Q3 | $2.86M | Buy |
51,001
+42
| +0.1% | +$2.35K | 0.18% | 80 |
|
|
2023
Q2 | $3.07M | Sell |
50,959
-215
| -0.4% | -$12.9K | 0.19% | 80 |
|
|
2023
Q1 | $3.17M | Hold |
51,174
| – | – | 0.2% | 75 |
|
|
2022
Q4 | $3.26M | Buy |
51,174
+17,848
| +54% | +$1.14M | 0.22% | 73 |
|
|
2022
Q3 | $1.87M | Buy |
33,326
+38
| +0.1% | +$2.13K | 0.14% | 97 |
|
|
2022
Q2 | $2.09M | Sell |
33,288
-58
| -0.2% | -$3.65K | 0.15% | 89 |
|
|
2022
Q1 | $2.07M | Buy |
33,346
+2,779
| +9% | +$172K | 0.12% | 106 |
|
|
2021
Q4 | $1.81M | Buy |
30,567
+93
| +0.3% | +$5.51K | 0.11% | 102 |
|
|
2021
Q3 | $1.6M | Buy |
30,474
+142
| +0.5% | +$7.45K | 0.11% | 115 |
|
|
2021
Q2 | $1.64M | Buy |
30,332
+41
| +0.1% | +$2.22K | 0.11% | 113 |
|
|
2021
Q1 | $1.6M | Hold |
30,291
| – | – | 0.12% | 102 |
|
|
2020
Q4 | $1.66M | Sell |
30,291
-863
| -3% | -$47.3K | 0.14% | 93 |
|
|
2020
Q3 | $1.54M | Sell |
31,154
-5,673
| -15% | -$280K | 0.14% | 93 |
|
|
2020
Q2 | $1.65M | Buy |
36,827
+98
| +0.3% | +$4.38K | 0.16% | 84 |
|
|
2020
Q1 | $1.63M | Hold |
36,729
| – | – | 0.18% | 75 |
|
|
2019
Q4 | $2.03M | Sell |
36,729
-1,674
| -4% | -$92.7K | 0.18% | 81 |
|
|
2019
Q3 | $2.09M | Buy |
38,403
+80
| +0.2% | +$4.36K | 0.21% | 82 |
|
|
2019
Q2 | $1.95M | Buy |
38,323
+87
| +0.2% | +$4.43K | 0.2% | 80 |
|
|
2019
Q1 | $1.79M | Sell |
38,236
-720
| -2% | -$33.7K | 0.2% | 78 |
|
|
2018
Q4 | $1.85M | Buy |
+38,956
| New | +$1.85M | 0.26% | 65 |
|
|
2014
Q2 | – | Sell |
-6,400
| Closed | -$247K | – | 130 |
|
|
2014
Q1 | $247K | Hold |
6,400
| – | – | 0.15% | 98 |
|
|
2013
Q4 | $264K | Buy |
+6,400
| New | +$264K | 0.18% | 80 |
|