Personal CFO Solutions’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 | $1.57M | Buy |
22,153
+299
| +1% | +$21.2K | 0.29% | 65 |
|
|
2025
Q1 | $1.57M | Buy |
21,854
+1,733
| +9% | +$124K | 0.32% | 62 |
|
|
2024
Q4 | $1.25M | Buy |
20,121
+477
| +2% | +$29.7K | 0.25% | 80 |
|
|
2024
Q3 | $1.41M | Sell |
19,644
-236
| -1% | -$17K | 0.2% | 92 |
|
|
2024
Q2 | $1.27M | Buy |
19,880
+677
| +4% | +$43.1K | 0.19% | 98 |
|
|
2024
Q1 | $1.17M | Buy |
19,203
+406
| +2% | +$24.8K | 0.18% | 108 |
|
|
2023
Q4 | $1.11M | Sell |
18,797
-124
| -0.7% | -$7.31K | 0.19% | 101 |
|
|
2023
Q3 | $1.06M | Buy |
18,921
+934
| +5% | +$52.3K | 0.21% | 96 |
|
|
2023
Q2 | $1.08M | Buy |
17,987
+453
| +3% | +$27.3K | 0.22% | 90 |
|
|
2023
Q1 | $1.09M | Buy |
17,534
+397
| +2% | +$24.6K | 0.22% | 84 |
|
|
2022
Q4 | $1.09M | Buy |
17,137
+937
| +6% | +$59.6K | 0.23% | 80 |
|
|
2022
Q3 | $907K | Buy |
16,200
+245
| +2% | +$13.7K | 0.23% | 81 |
|
|
2022
Q2 | $1M | Sell |
15,955
-2,419
| -13% | -$152K | 0.24% | 74 |
|
|
2022
Q1 | $1.14M | Buy |
18,374
+234
| +1% | +$14.5K | 0.22% | 92 |
|
|
2021
Q4 | $1.07M | Sell |
18,140
-59
| -0.3% | -$3.49K | 0.2% | 107 |
|
|
2021
Q3 | $955K | Buy |
18,199
+1,276
| +8% | +$67K | 0.2% | 109 |
|
|
2021
Q2 | $916K | Buy |
16,923
+945
| +6% | +$51.2K | 0.19% | 110 |
|
|
2021
Q1 | $842K | Sell |
15,978
-92
| -0.6% | -$4.85K | 0.18% | 105 |
|
|
2020
Q4 | $881K | Buy |
16,070
+1,790
| +13% | +$98.1K | 0.22% | 99 |
|
|
2020
Q3 | $1K | Buy |
14,280
+2,308
| +19% | +$162 | 0.33% | 93 |
|
|
2020
Q2 | $535K | Buy |
11,972
+5,449
| +84% | +$244K | 0.16% | 123 |
|
|
2020
Q1 | $289K | Buy |
6,523
+2,645
| +68% | +$117K | 0.1% | 178 |
|
|
2019
Q4 | $215K | Sell |
3,878
-93
| -2% | -$5.16K | 0.06% | 304 |
|
|
2019
Q3 | $216K | Buy |
+3,971
| New | +$216K | 0.09% | 256 |
|