Smartleaf Asset Management’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 | $2.83M | Sell |
40,231
-2,258
| -5% | -$159K | 0.25% | 80 |
|
|
2025
Q1 | $2.99M | Buy |
42,489
+4,078
| +11% | +$287K | 0.29% | 70 |
|
|
2024
Q4 | $2.38M | Buy |
38,411
+5,482
| +17% | +$340K | 0.24% | 89 |
|
|
2024
Q3 | $2.36M | Buy |
32,929
+8,235
| +33% | +$591K | 0.29% | 81 |
|
|
2024
Q2 | $1.58M | Buy |
24,694
+6,341
| +35% | +$405K | 0.26% | 85 |
|
|
2024
Q1 | $1.12M | Buy |
18,353
+4,642
| +34% | +$283K | 0.22% | 111 |
|
|
2023
Q4 | $783K | Buy |
+13,711
| New | +$783K | 0.21% | 109 |
|