Operose 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 | $108K | Hold |
1,522
| – | – | 0.03% | 176 |
|
|
2025
Q1 | $109K | Hold |
1,522
| – | – | 0.04% | 164 |
|
|
2024
Q4 | $94.8K | Sell |
1,522
-1,350
| -47% | -$84.1K | 0.03% | 172 |
|
|
2024
Q3 | $206K | Buy |
2,872
+92
| +3% | +$6.61K | 0.07% | 138 |
|
|
2024
Q2 | $177K | Sell |
2,780
-31
| -1% | -$1.97K | 0.06% | 144 |
|
|
2024
Q1 | $172K | Hold |
2,811
| – | – | 0.06% | 167 |
|
|
2023
Q4 | $166K | Sell |
2,811
-927
| -25% | -$54.6K | 0.07% | 125 |
|
|
2023
Q3 | $209K | Buy |
3,738
+2,338
| +167% | +$131K | 0.08% | 121 |
|
|
2023
Q2 | $84.3K | Hold |
1,400
| – | – | 0.04% | 134 |
|
|
2023
Q1 | $86.8K | Sell |
1,400
-135
| -9% | -$8.37K | 0.04% | 126 |
|
|
2022
Q4 | $97.6K | Sell |
1,535
-629
| -29% | -$40K | 0.05% | 112 |
|
|
2022
Q3 | $121K | Hold |
2,164
| – | – | 0.08% | 89 |
|
|
2022
Q2 | $136K | Hold |
2,164
| – | – | 0.1% | 75 |
|
|
2022
Q1 | $134K | Buy |
2,164
+135
| +7% | +$8.36K | 0.09% | 89 |
|
|
2021
Q4 | $120K | Buy |
+2,029
| New | +$120K | 0.1% | 89 |
|