Sard Wealth Management Group’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 | $703K | Buy |
9,937
+110
| +1% | +$7.78K | 0.43% | 24 |
|
|
2025
Q1 | $704K | Sell |
9,827
-3
| -0% | -$215 | 0.47% | 20 |
|
|
2024
Q4 | $612K | Buy |
9,830
+1,075
| +12% | +$66.9K | 0.41% | 25 |
|
|
2024
Q3 | $629K | Buy |
8,755
+47
| +0.5% | +$3.38K | 0.42% | 23 |
|
|
2024
Q2 | $554K | Buy |
8,708
+59
| +0.7% | +$3.76K | 0.39% | 24 |
|
|
2024
Q1 | $529K | Buy |
8,649
+42
| +0.5% | +$2.57K | 0.48% | 25 |
|
|
2023
Q4 | $507K | Buy |
+8,607
| New | +$507K | 0.51% | 23 |
|