Richwood Investment 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 | $765K | Hold |
10,809
| – | – | 0.63% | 36 |
|
|
2025
Q1 | $774K | Buy |
10,809
+234
| +2% | +$16.8K | 0.66% | 39 |
|
|
2024
Q4 | $658K | Buy |
10,575
+602
| +6% | +$37.5K | 0.55% | 45 |
|
|
2024
Q3 | $717K | Buy |
9,973
+50
| +0.5% | +$3.59K | 0.59% | 42 |
|
|
2024
Q2 | $632K | Buy |
9,923
+166
| +2% | +$10.6K | 0.55% | 46 |
|
|
2024
Q1 | $597K | Buy |
9,757
+149
| +2% | +$9.12K | 0.53% | 52 |
|
|
2023
Q4 | $566K | Buy |
9,608
+60
| +0.6% | +$3.54K | 0.53% | 52 |
|
|
2023
Q3 | $534K | Buy |
9,548
+115
| +1% | +$6.44K | 0.55% | 48 |
|
|
2023
Q2 | $568K | Buy |
9,433
+47
| +0.5% | +$2.83K | 0.55% | 51 |
|
|
2023
Q1 | $582K | Buy |
9,386
+149
| +2% | +$9.24K | 0.58% | 47 |
|
|
2022
Q4 | $588K | Sell |
9,237
-299
| -3% | -$19K | 0.59% | 44 |
|
|
2022
Q3 | $534K | Sell |
9,536
-150
| -2% | -$8.4K | 0.59% | 48 |
|
|
2022
Q2 | $609K | Sell |
9,686
-400
| -4% | -$25.2K | 0.61% | 41 |
|
|
2022
Q1 | $625K | Buy |
10,086
+1,250
| +14% | +$77.5K | 0.56% | 50 |
|
|
2021
Q4 | $523K | Buy |
+8,836
| New | +$523K | 0.46% | 55 |
|