Revisor Wealth Management’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 | $1.25M | Buy |
17,964
+6,574
| +58% | +$459K | 0.45% | 42 |
|
2025
Q1 | $820K | Buy |
11,390
+7,165
| +170% | +$516K | 0.37% | 55 |
|
2024
Q4 | $266K | Sell |
4,225
-3,290
| -44% | -$207K | 0.25% | 85 |
|
2024
Q3 | $540K | Sell |
7,515
-319
| -4% | -$22.9K | 0.34% | 60 |
|
2024
Q2 | $499K | Sell |
7,834
-6,415
| -45% | -$408K | 0.35% | 57 |
|
2024
Q1 | $856K | Buy |
14,249
+9,206
| +183% | +$553K | 0.39% | 52 |
|
2023
Q4 | $297K | Sell |
5,043
-3,425
| -40% | -$202K | 0.34% | 73 |
|
2023
Q3 | $474K | Buy |
8,468
+1,530
| +22% | +$85.6K | 0.4% | 55 |
|
2023
Q2 | $418K | Sell |
6,938
-320
| -4% | -$19.3K | 0.37% | 63 |
|
2023
Q1 | $450K | Buy |
+7,258
| New | +$450K | 0.41% | 59 |
|