Smart Money 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 | $1.05M | Buy |
14,881
+1,403
| +10% | +$99.3K | 0.33% | 37 |
|
2025
Q1 | $965K | Buy |
13,478
+2,419
| +22% | +$173K | 0.33% | 35 |
|
2024
Q4 | $689K | Buy |
11,059
+1,071
| +11% | +$66.7K | 0.24% | 66 |
|
2024
Q3 | $652K | Buy |
9,988
+875
| +10% | +$57.1K | 0.23% | 65 |
|
2024
Q2 | $608K | Buy |
9,113
+1,172
| +15% | +$78.2K | 0.22% | 64 |
|
2024
Q1 | $491K | Buy |
7,941
+3,009
| +61% | +$186K | 0.19% | 63 |
|
2023
Q4 | $291K | Buy |
4,932
+877
| +22% | +$51.7K | 0.13% | 71 |
|
2023
Q3 | $227K | Buy |
+4,055
| New | +$227K | 0.11% | 67 |
|