RA
Rise Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
9,210
-84
| -0.9% | -$5.94K | 0.26% | 33 |
|
|
2025
Q1 | $666K | Buy |
9,294
+1,988
| +27% | +$142K | 0.29% | 30 |
|
|
2024
Q4 | $455K | Sell |
7,306
-456
| -6% | -$28.4K | 0.22% | 47 |
|
|
2024
Q3 | $558K | Buy |
7,762
+214
| +3% | +$15.4K | 0.27% | 38 |
|
|
2024
Q2 | $480K | Buy |
7,548
+444
| +6% | +$28.3K | 0.25% | 40 |
|
|
2024
Q1 | $435K | Buy |
7,104
+2,454
| +53% | +$150K | 0.23% | 44 |
|
|
2023
Q4 | $274K | Buy |
4,650
+296
| +7% | +$17.4K | 0.19% | 55 |
|
|
2023
Q3 | $244K | Buy |
4,354
+1,090
| +33% | +$61K | 0.19% | 47 |
|
|
2023
Q2 | $197K | Buy |
3,264
+30
| +0.9% | +$1.81K | 0.15% | 66 |
|
|
2023
Q1 | $201K | Buy |
3,234
+673
| +26% | +$41.7K | 0.15% | 65 |
|
|
2022
Q4 | $163K | Buy |
2,561
+372
| +17% | +$23.7K | 0.13% | 73 |
|
|
2022
Q3 | $123K | Buy |
2,189
+107
| +5% | +$6.01K | 0.1% | 82 |
|
|
2022
Q2 | $131K | Buy |
2,082
+465
| +29% | +$29.3K | 0.13% | 74 |
|
|
2022
Q1 | $100K | Buy |
1,617
+974
| +151% | +$60.2K | 0.09% | 100 |
|
|
2021
Q4 | $38.1K | Buy |
+643
| New | +$38.1K | 0.04% | 177 |
|