SevenBridge Financial Group’s Coca-Cola KO Stock Holding History

SevenBridge Financial Group’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$759K	Sell	10,732 -2,000	-16%	-$141K	0.13%	131
2025 Q1	$885K	Sell	12,732 -945	-7%	-$65.7K	0.17%	127
2024 Q4	$925K	Buy	13,677 +894	+7%	+$60.4K	0.17%	116
2024 Q3	$810K	Buy	12,783 +900	+8%	+$57K	0.16%	121
2024 Q2	$809K	Hold	11,883	–	–	0.18%	111
2024 Q1	$739K	Sell	11,883 -600	-5%	-$37.3K	0.17%	116
2023 Q4	$736K	Hold	12,483	–	–	0.17%	112
2023 Q3	$699K	Buy	12,483 +580	+5%	+$32.5K	0.18%	110
2023 Q2	$717K	Sell	11,903 -164	-1%	-$9.88K	0.19%	108
2023 Q1	$748K	Hold	12,067	–	–	0.21%	106
2022 Q4	$768K	Buy	12,067 +164	+1%	+$10.4K	0.22%	105
2022 Q3	$667K	Buy	11,903 +5,000	+72%	+$280K	0.23%	94
2022 Q2	$434K	Sell	6,903 -410	-6%	-$25.8K	0.18%	95
2022 Q1	$453K	Sell	7,313 -400	-5%	-$24.8K	0.16%	103
2021 Q4	$457K	Sell	7,713 -18	-0.2%	-$1.07K	0.14%	116
2021 Q3	$406K	Buy	7,731 +343	+5%	+$18K	0.14%	115
2021 Q2	$400K	Buy	7,388 +85	+1%	+$4.6K	0.13%	119
2021 Q1	$385K	Hold	7,303	–	–	0.14%	112
2020 Q4	$400K	Buy	7,303 +267	+4%	+$14.6K	0.16%	105
2020 Q3	$347K	Hold	7,036	–	–	0.16%	103
2020 Q2	$314K	Hold	7,036	–	–	0.16%	102
2020 Q1	$311K	Sell	7,036 -460	-6%	-$20.3K	0.18%	97
2019 Q4	$415K	Hold	7,496	–	–	0.11%	100
2019 Q3	$408K	Hold	7,496	–	–	0.21%	95
2019 Q2	$382K	Hold	7,496	–	–	0.14%	95
2019 Q1	$351K	Hold	7,496	–	–	0.13%	88
2018 Q4	$355K	Buy	7,496 +100	+1%	+$4.74K	0.22%	85
2018 Q3	$342K	Sell	7,396 -200	-3%	-$9.25K	0.18%	91
2018 Q2	$333K	Buy	7,596 +67	+0.9%	+$2.94K	0.19%	95
2018 Q1	$327K	Sell	7,529 -250	-3%	-$10.9K	0.19%	100
2017 Q4	$357K	Sell	7,779 -832	-10%	-$38.2K	0.2%	100
2017 Q3	$388K	Hold	8,611	–	–	0.22%	97
2017 Q2	$389K	Buy	8,611 +1,556	+22%	+$70.3K	0.24%	93
2017 Q1	$301K	Sell	7,055 -158	-2%	-$6.74K	0.2%	100
2016 Q4	$301K	Hold	7,213	–	–	0.22%	103
2016 Q3	$301K	Sell	7,213 -1,318	-15%	-$55K	0.22%	103
2016 Q2	$387K	Buy	+8,531	New	+$387K	0.27%	93