Phillips Financial Management’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 | $296K | Buy |
4,189
+96
| +2% | +$6.79K | 0.02% | 162 |
|
|
2025
Q1 | $293K | Buy |
4,093
+256
| +7% | +$18.3K | 0.02% | 159 |
|
|
2024
Q4 | $239K | Buy |
3,837
+83
| +2% | +$5.17K | 0.02% | 162 |
|
|
2024
Q3 | $270K | Sell |
3,754
-85
| -2% | -$6.11K | 0.02% | 158 |
|
|
2024
Q2 | $244K | Buy |
3,839
+384
| +11% | +$24.4K | 0.02% | 163 |
|
|
2024
Q1 | $211K | Buy |
+3,455
| New | +$211K | 0.02% | 174 |
|
|
2023
Q1 | – | Sell |
-3,363
| Closed | -$214K | – | 240 |
|
|
2022
Q4 | $214K | Buy |
+3,363
| New | +$214K | 0.02% | 145 |
|