RIS
Retirement Income Solutions’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
10,635
+68
| +0.6% | +$4.81K | 0.14% | 59 |
|
|
2025
Q1 | $757K | Hold |
10,567
| – | – | 0.16% | 56 |
|
|
2024
Q4 | $658K | Hold |
10,567
| – | – | 0.13% | 59 |
|
|
2024
Q3 | $759K | Sell |
10,567
-62
| -0.6% | -$4.46K | 0.17% | 55 |
|
|
2024
Q2 | $677K | Sell |
10,629
-1,250
| -11% | -$79.6K | 0.16% | 58 |
|
|
2024
Q1 | $727K | Buy |
11,879
+100
| +0.8% | +$6.12K | 0.16% | 62 |
|
|
2023
Q4 | $694K | Hold |
11,779
| – | – | 0.17% | 59 |
|
|
2023
Q3 | $659K | Hold |
11,779
| – | – | 0.18% | 57 |
|
|
2023
Q2 | $709K | Hold |
11,779
| – | – | 0.19% | 59 |
|
|
2023
Q1 | $731K | Buy |
+11,779
| New | +$731K | 0.21% | 56 |
|
|
2020
Q1 | – | Sell |
-4,113
| Closed | -$228K | – | 78 |
|
|
2019
Q4 | $228K | Sell |
4,113
-1,833
| -31% | -$102K | 0.09% | 68 |
|
|
2019
Q3 | $324K | Buy |
+5,946
| New | +$324K | 0.17% | 56 |
|
|
2019
Q2 | – | Sell |
-5,977
| Closed | -$280K | – | 69 |
|
|
2019
Q1 | $280K | Hold |
5,977
| – | – | 0.16% | 57 |
|
|
2018
Q4 | $283K | Sell |
5,977
-2,660
| -31% | -$126K | 0.18% | 51 |
|
|
2018
Q3 | $399K | Sell |
8,637
-7
| -0.1% | -$323 | 0.22% | 45 |
|
|
2018
Q2 | $379K | Buy |
8,644
+952
| +12% | +$41.7K | 0.23% | 46 |
|
|
2018
Q1 | $334K | Sell |
7,692
-1,384
| -15% | -$60.1K | 0.2% | 45 |
|
|
2017
Q4 | $416K | Buy |
+9,076
| New | +$416K | 0.24% | 46 |
|