Shepherd 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 | $3.87M | Sell |
54,724
-178
| -0.3% | -$12.6K | 0.41% | 49 |
|
|
2025
Q1 | $3.93M | Buy |
54,902
+119
| +0.2% | +$8.52K | 0.46% | 45 |
|
|
2024
Q4 | $3.41M | Buy |
54,783
+22
| +0% | +$1.37K | 0.41% | 40 |
|
|
2024
Q3 | $3.94M | Buy |
54,761
+804
| +1% | +$57.8K | 0.47% | 35 |
|
|
2024
Q2 | $3.43M | Buy |
53,957
+280
| +0.5% | +$17.8K | 0.44% | 38 |
|
|
2024
Q1 | $3.28M | Buy |
53,677
+466
| +0.9% | +$28.5K | 0.43% | 40 |
|
|
2023
Q4 | $3.14M | Sell |
53,211
-4,344
| -8% | -$256K | 0.45% | 38 |
|
|
2023
Q3 | $3.22M | Buy |
57,555
+2,757
| +5% | +$154K | 0.51% | 34 |
|
|
2023
Q2 | $3.3M | Buy |
54,798
+1,407
| +3% | +$84.7K | 0.51% | 33 |
|
|
2023
Q1 | $3.31M | Sell |
53,391
-32
| -0.1% | -$1.99K | 0.55% | 33 |
|
|
2022
Q4 | $3.4M | Buy |
53,423
+7,637
| +17% | +$486K | 0.62% | 31 |
|
|
2022
Q3 | $2.57M | Buy |
45,786
+1,079
| +2% | +$60.4K | 0.5% | 37 |
|
|
2022
Q2 | $2.81M | Buy |
44,707
+1,590
| +4% | +$100K | 0.55% | 32 |
|
|
2022
Q1 | $2.67M | Buy |
43,117
+1,909
| +5% | +$118K | 0.48% | 39 |
|
|
2021
Q4 | $2.44M | Buy |
41,208
+1,010
| +3% | +$59.8K | 0.42% | 46 |
|
|
2021
Q3 | $2.11M | Buy |
40,198
+505
| +1% | +$26.5K | 0.41% | 48 |
|
|
2021
Q2 | $2.15M | Buy |
39,693
+3,498
| +10% | +$189K | 0.41% | 46 |
|
|
2021
Q1 | $1.91M | Buy |
36,195
+2,472
| +7% | +$130K | 0.42% | 49 |
|
|
2020
Q4 | $1.85M | Buy |
33,723
+2,889
| +9% | +$158K | 0.42% | 50 |
|
|
2020
Q3 | $1.52M | Buy |
30,834
+361
| +1% | +$17.8K | 0.36% | 59 |
|
|
2020
Q2 | $1.36M | Buy |
30,473
+1,072
| +4% | +$47.9K | 0.37% | 50 |
|
|
2020
Q1 | $1.3M | Buy |
+29,401
| New | +$1.3M | 0.45% | 40 |
|