Root Financial Partners’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 | $545K | Buy |
7,699
+1,828
| +31% | +$129K | 0.05% | 117 |
|
|
2025
Q1 | $420K | Buy |
5,871
+254
| +5% | +$18.2K | 0.04% | 127 |
|
|
2024
Q4 | $350K | Buy |
5,617
+902
| +19% | +$56.2K | 0.04% | 140 |
|
|
2024
Q3 | $339K | Buy |
4,715
+1,073
| +29% | +$77.1K | 0.05% | 117 |
|
|
2024
Q2 | $232K | Sell |
3,642
-919
| -20% | -$58.5K | 0.05% | 102 |
|
|
2024
Q1 | $279K | Buy |
+4,561
| New | +$279K | 0.08% | 86 |
|