Oceanside 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 | $433K | Hold |
6,127
| – | – | 0.29% | 33 |
|
|
2025
Q1 | $439K | Hold |
6,127
| – | – | 0.32% | 33 |
|
|
2024
Q4 | $381K | Hold |
6,127
| – | – | 0.28% | 36 |
|
|
2024
Q3 | $440K | Hold |
6,127
| – | – | 0.33% | 31 |
|
|
2024
Q2 | $390K | Sell |
6,127
-117
| -2% | -$7.45K | 0.32% | 33 |
|
|
2024
Q1 | $382K | Hold |
6,244
| – | – | 0.32% | 32 |
|
|
2023
Q4 | $368K | Buy |
+6,244
| New | +$368K | 0.32% | 33 |
|