Resonant 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 | $909K | Buy |
12,750
+3,010
| +31% | +$214K | 0.06% | 168 |
|
|
2025
Q1 | $703K | Buy |
9,740
+1,836
| +23% | +$132K | 0.05% | 175 |
|
|
2024
Q4 | $492K | Sell |
7,904
-68
| -0.9% | -$4.23K | 0.04% | 208 |
|
|
2024
Q3 | $577K | Buy |
7,972
+1,055
| +15% | +$76.3K | 0.04% | 200 |
|
|
2024
Q2 | $443K | Buy |
6,917
+1,252
| +22% | +$80.3K | 0.04% | 213 |
|
|
2024
Q1 | $349K | Buy |
5,665
+1,832
| +48% | +$113K | 0.03% | 242 |
|
|
2023
Q4 | $226K | Sell |
3,833
-148
| -4% | -$8.72K | 0.02% | 268 |
|
|
2023
Q3 | $225K | Sell |
3,981
-98
| -2% | -$5.53K | 0.02% | 249 |
|
|
2023
Q2 | $248K | Sell |
4,079
-92
| -2% | -$5.58K | 0.03% | 231 |
|
|
2023
Q1 | $260K | Buy |
4,171
+15
| +0.4% | +$937 | 0.03% | 220 |
|
|
2022
Q4 | $264K | Buy |
+4,156
| New | +$264K | 0.03% | 225 |
|
|
2022
Q3 | – | Sell |
-3,326
| Closed | -$211K | – | 233 |
|
|
2022
Q2 | $211K | Buy |
3,326
+124
| +4% | +$7.87K | 0.03% | 222 |
|
|
2022
Q1 | $201K | Buy |
+3,202
| New | +$201K | 0.03% | 222 |
|