Northern 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 | $1.55M | Buy |
21,922
+89
| +0.4% | +$6.3K | 1.16% | 26 |
|
|
2025
Q1 | $1.56M | Buy |
21,833
+2,430
| +13% | +$174K | 1.29% | 23 |
|
|
2024
Q4 | $1.21M | Buy |
19,403
+98
| +0.5% | +$6.1K | 0.97% | 35 |
|
|
2024
Q3 | $1.39M | Buy |
19,305
+594
| +3% | +$42.7K | 1.05% | 34 |
|
|
2024
Q2 | $1.19M | Sell |
18,711
-1,529
| -8% | -$97.3K | 0.96% | 34 |
|
|
2024
Q1 | $1.24M | Buy |
20,240
+262
| +1% | +$16K | 0.97% | 33 |
|
|
2023
Q4 | $1.18M | Buy |
19,978
+1,496
| +8% | +$88.2K | 0.99% | 30 |
|
|
2023
Q3 | $1.03M | Sell |
18,482
-2,348
| -11% | -$131K | 0.95% | 32 |
|
|
2023
Q2 | $1.25M | Buy |
20,830
+1,348
| +7% | +$81.2K | 1.11% | 21 |
|
|
2023
Q1 | $1.21M | Sell |
19,482
-24
| -0.1% | -$1.49K | 1.14% | 22 |
|
|
2022
Q4 | $1.24M | Buy |
+19,506
| New | +$1.24M | 1.4% | 17 |
|