Principal Securities’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 | $8.97M | Buy |
126,766
+20,270
| +19% | +$1.43M | 0.17% | 116 |
|
|
2025
Q1 | $6.63M | Buy |
106,496
+370
| +0.3% | +$23K | 0.15% | 137 |
|
|
2024
Q4 | $6.61M | Buy |
106,126
+4,121
| +4% | +$257K | 0.15% | 136 |
|
|
2024
Q3 | $7.33M | Buy |
102,005
+7,791
| +8% | +$560K | 0.18% | 107 |
|
|
2024
Q2 | $6M | Buy |
94,214
+13,337
| +16% | +$849K | 0.17% | 111 |
|
|
2024
Q1 | $4.95M | Buy |
80,877
+5,882
| +8% | +$360K | 0.15% | 130 |
|
|
2023
Q4 | $4.42M | Buy |
+74,995
| New | +$4.42M | 0.16% | 126 |
|