Retirement Guys Formula’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 | $1.29M | Buy |
18,194
+949
| +6% | +$67.1K | 0.49% | 72 |
|
|
2025
Q1 | $1.24M | Buy |
17,245
+2,429
| +16% | +$174K | 0.61% | 67 |
|
|
2024
Q4 | $922K | Buy |
14,816
+1,354
| +10% | +$84.3K | 0.47% | 63 |
|
|
2024
Q3 | $967K | Buy |
13,462
+220
| +2% | +$15.8K | 0.45% | 66 |
|
|
2024
Q2 | $843K | Buy |
13,242
+630
| +5% | +$40.1K | 0.4% | 69 |
|
|
2024
Q1 | $772K | Buy |
12,612
+2,317
| +23% | +$142K | 0.38% | 72 |
|
|
2023
Q4 | $607K | Sell |
10,295
-315
| -3% | -$18.6K | 0.33% | 72 |
|
|
2023
Q3 | $594K | Buy |
10,610
+1,042
| +11% | +$58.3K | 0.41% | 67 |
|
|
2023
Q2 | $576K | Buy |
9,568
+438
| +5% | +$26.4K | 0.33% | 75 |
|
|
2023
Q1 | $566K | Buy |
9,130
+550
| +6% | +$34.1K | 0.41% | 67 |
|
|
2022
Q4 | $546K | Buy |
8,580
+1,172
| +16% | +$74.6K | 0.45% | 64 |
|
|
2022
Q3 | $415K | Buy |
7,408
+1,045
| +16% | +$58.5K | 0.44% | 59 |
|
|
2022
Q2 | $400K | Buy |
6,363
+1,383
| +28% | +$86.9K | 0.41% | 66 |
|
|
2022
Q1 | $309K | Buy |
4,980
+485
| +11% | +$30.1K | 0.21% | 87 |
|
|
2021
Q4 | $266K | Buy |
+4,495
| New | +$266K | 0.21% | 93 |
|