Sonora Investment Management 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
$6.95M Buy
98,290
+2,087
+2% +$148K 0.52% 56
2025
Q1
$6.89M Sell
96,203
-549
-0.6% -$39.3K 0.55% 58
2024
Q4
$6.02M Sell
96,752
-465
-0.5% -$29K 0.46% 62
2024
Q3
$6.99M Sell
97,217
-3,091
-3% -$222K 0.52% 64
2024
Q2
$6.14M Hold
100,308
0.48% 71
2024
Q1
$6.14M Sell
100,308
-2,057
-2% -$126K 0.48% 71
2023
Q4
$6.03M Sell
102,365
-4,116
-4% -$243K 0.49% 73
2023
Q3
$5.96M Sell
106,481
-587
-0.5% -$32.9K 0.51% 71
2023
Q2
$6.45M Sell
107,068
-3,255
-3% -$196K 0.54% 65
2023
Q1
$6.84M Sell
110,323
-229
-0.2% -$14.2K 0.6% 65
2022
Q4
$7.03M Sell
110,552
-227
-0.2% -$14.4K 0.64% 61
2022
Q3
$6.97M Hold
110,779
0.9% 46
2022
Q2
$6.97M Buy
110,779
+6,361
+6% +$400K 0.66% 61
2022
Q1
$6.48M Buy
104,418
+2,269
+2% +$141K 0.73% 53
2021
Q4
$6.05M Buy
+102,149
New +$6.05M 0.7% 54