Omnia Family Wealth’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 | $384K | Buy |
5,393
+1,229
| +30% | +$87.6K | 0.14% | 51 |
|
|
2025
Q1 | $300K | Buy |
+4,164
| New | +$300K | 0.13% | 60 |
|
|
2024
Q4 | – | Sell |
-3,079
| Closed | -$223K | – | 81 |
|
|
2024
Q3 | $223K | Buy |
+3,079
| New | +$223K | 0.1% | 73 |
|
|
2020
Q1 | – | Sell |
-4,079
| Closed | -$226K | – | 83 |
|
|
2019
Q4 | $226K | Hold |
4,079
| – | – | 0.1% | 86 |
|
|
2019
Q3 | $224K | Sell |
4,079
-104
| -2% | -$5.71K | 0.16% | 79 |
|
|
2019
Q2 | $215K | Sell |
4,183
-252
| -6% | -$13K | 0.11% | 88 |
|
|
2019
Q1 | $210K | Sell |
4,435
-189
| -4% | -$8.95K | 0.1% | 85 |
|
|
2018
Q4 | $219K | Buy |
4,624
+187
| +4% | +$8.86K | 0.12% | 82 |
|
|
2018
Q3 | $207K | Sell |
4,437
-120
| -3% | -$5.6K | 0.09% | 87 |
|
|
2018
Q2 | $202K | Sell |
4,557
-309
| -6% | -$13.7K | 0.09% | 87 |
|
|
2018
Q1 | $213K | Sell |
4,866
-3,090
| -39% | -$135K | 0.1% | 85 |
|
|
2017
Q4 | $365K | Buy |
7,956
+531
| +7% | +$24.4K | 0.17% | 54 |
|
|
2017
Q3 | $337K | Sell |
7,425
-405
| -5% | -$18.4K | 0.16% | 52 |
|
|
2017
Q2 | $354K | Buy |
7,830
+174
| +2% | +$7.87K | 0.17% | 51 |
|
|
2017
Q1 | $328K | Sell |
7,656
-473
| -6% | -$20.3K | 0.16% | 58 |
|
|
2016
Q4 | $337K | Buy |
+8,129
| New | +$337K | 0.17% | 63 |
|