Northstar Advisory Group’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 | $2.03M | Buy |
28,686
+20,334
| +243% | +$1.44M | 0.99% | 33 |
|
|
2025
Q1 | $598K | Sell |
8,352
-1,500
| -15% | -$107K | 0.39% | 56 |
|
|
2024
Q4 | $613K | Sell |
9,852
-31,863
| -76% | -$1.98M | 0.31% | 58 |
|
|
2024
Q3 | $3M | Buy |
41,715
+17,751
| +74% | +$1.28M | 1.56% | 17 |
|
|
2024
Q2 | $1.53M | Buy |
+23,964
| New | +$1.53M | 0.88% | 33 |
|