Prosperity Capital 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 | $414K | Buy |
5,855
+544
| +10% | +$38.5K | 0.04% | 192 |
|
|
2025
Q1 | $382K | Buy |
5,311
+593
| +13% | +$42.6K | 0.03% | 263 |
|
|
2024
Q4 | $294K | Buy |
4,718
+15
| +0.3% | +$934 | 0.02% | 285 |
|
|
2024
Q3 | $338K | Buy |
+4,703
| New | +$338K | 0.03% | 262 |
|
|
2024
Q2 | – | Sell |
-4,843
| Closed | -$296K | – | 335 |
|
|
2024
Q1 | $296K | Sell |
4,843
-295
| -6% | -$18.1K | 0.04% | 262 |
|
|
2023
Q4 | $303K | Sell |
5,138
-745
| -13% | -$43.9K | 0.03% | 197 |
|
|
2023
Q3 | $329K | Buy |
5,883
+1,662
| +39% | +$93.1K | 0.04% | 174 |
|
|
2023
Q2 | $254K | Hold |
4,221
| – | – | 0.04% | 199 |
|
|
2023
Q1 | $262K | Buy |
4,221
+134
| +3% | +$8.31K | 0.04% | 173 |
|
|
2022
Q4 | $260K | Buy |
+4,087
| New | +$260K | 0.08% | 161 |
|