Spartan Planning & Wealth 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 | $424K | Sell |
5,997
-1,228
| -17% | -$86.9K | 0.36% | 46 |
|
|
2025
Q1 | $517K | Buy |
+7,225
| New | +$517K | 0.5% | 36 |
|
|
2023
Q4 | $242K | Buy |
+4,109
| New | +$242K | 0.26% | 48 |
|
|
2022
Q4 | $652K | Buy |
+10,255
| New | +$652K | 0.81% | 17 |
|
|
2022
Q3 | – | Sell |
-11,440
| Closed | -$720K | – | 100 |
|
|
2022
Q2 | $720K | Buy |
11,440
+3,011
| +36% | +$190K | 0.96% | 13 |
|
|
2022
Q1 | $523K | Buy |
+8,429
| New | +$523K | 0.65% | 24 |
|