Patrick M. Sweeney & Associates’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 | $635K | Sell |
8,894
-92
| -1% | -$6.56K | 0.44% | 58 |
|
|
2025
Q1 | $644K | Hold |
8,986
| – | – | 0.48% | 49 |
|
|
2024
Q4 | $559K | Buy |
8,986
+7
| +0.1% | +$436 | 0.42% | 64 |
|
|
2024
Q3 | $645K | Buy |
8,979
+717
| +9% | +$51.5K | 0.47% | 55 |
|
|
2024
Q2 | $526K | Buy |
8,262
+1,184
| +17% | +$75.4K | 0.43% | 63 |
|
|
2024
Q1 | $433K | Buy |
7,078
+115
| +2% | +$7.04K | 0.36% | 74 |
|
|
2023
Q4 | $410K | Buy |
+6,963
| New | +$410K | 0.38% | 69 |
|