Savvy Advisors Inc’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 | $2.58M | Buy |
36,473
+4,379
| +14% | +$310K | 0.17% | 89 |
|
|
2025
Q1 | $2.3M | Sell |
32,094
-216
| -0.7% | -$15.5K | 0.23% | 74 |
|
|
2024
Q4 | $2.01M | Buy |
32,310
+5,942
| +23% | +$370K | 0.24% | 70 |
|
|
2024
Q3 | $1.89M | Buy |
26,368
+18,797
| +248% | +$1.35M | 0.38% | 56 |
|
|
2024
Q2 | $482K | Buy |
7,571
+1,897
| +33% | +$121K | 0.16% | 144 |
|
|
2024
Q1 | $347K | Buy |
+5,674
| New | +$347K | 0.2% | 144 |
|