Richard W. Paul & Associates’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 | $640K | Sell |
9,044
-2,277
| -20% | -$161K | 0.23% | 102 |
|
|
2025
Q1 | $811K | Sell |
11,321
-1,121
| -9% | -$80.3K | 0.32% | 80 |
|
|
2024
Q4 | $775K | Buy |
12,442
+259
| +2% | +$16.1K | 0.28% | 97 |
|
|
2024
Q3 | $875K | Sell |
12,183
-17
| -0.1% | -$1.22K | 0.31% | 94 |
|
|
2024
Q2 | $777K | Buy |
12,200
+72
| +0.6% | +$4.58K | 0.3% | 92 |
|
|
2024
Q1 | $742K | Buy |
12,128
+125
| +1% | +$7.65K | 0.3% | 94 |
|
|
2023
Q4 | $707K | Buy |
12,003
+205
| +2% | +$12.1K | 0.3% | 88 |
|
|
2023
Q3 | $660K | Buy |
11,798
+17
| +0.1% | +$952 | 0.3% | 87 |
|
|
2023
Q2 | $709K | Buy |
11,781
+597
| +5% | +$35.9K | 0.31% | 92 |
|
|
2023
Q1 | $694K | Buy |
11,184
+304
| +3% | +$18.9K | 0.32% | 90 |
|
|
2022
Q4 | $692K | Buy |
+10,880
| New | +$692K | 0.35% | 80 |
|