Seven Mile Advisory’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 | $350K | Sell |
4,948
-78
| -2% | -$5.52K | 0.21% | 99 |
|
|
2025
Q1 | $360K | Buy |
5,026
+1,087
| +28% | +$77.9K | 0.24% | 92 |
|
|
2024
Q4 | $245K | Sell |
3,939
-1,311
| -25% | -$81.6K | 0.16% | 127 |
|
|
2024
Q3 | $377K | Buy |
5,250
+1,219
| +30% | +$87.6K | 0.25% | 80 |
|
|
2024
Q2 | $257K | Buy |
4,031
+192
| +5% | +$12.2K | 0.19% | 115 |
|
|
2024
Q1 | $235K | Buy |
3,839
+238
| +7% | +$14.6K | 0.18% | 126 |
|
|
2023
Q4 | $212K | Buy |
+3,601
| New | +$212K | 0.18% | 129 |
|
|
2023
Q3 | – | Sell |
-3,341
| Closed | -$201K | – | 131 |
|
|
2023
Q2 | $201K | Buy |
+3,341
| New | +$201K | 0.23% | 102 |
|