SS&H Financial Advisors’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 | $2.8M | Hold |
39,556
| – | – | 0.94% | 28 |
|
|
2025
Q1 | $2.83M | Hold |
39,556
| – | – | 1.06% | 27 |
|
|
2024
Q4 | $2.46M | Hold |
39,556
| – | – | 0.9% | 32 |
|
|
2024
Q3 | $2.84M | Sell |
39,556
-2,500
| -6% | -$180K | 1.04% | 23 |
|
|
2024
Q2 | $2.68M | Sell |
42,056
-1,450
| -3% | -$92.3K | 1.04% | 25 |
|
|
2024
Q1 | $2.66M | Hold |
43,506
| – | – | 1.11% | 23 |
|
|
2023
Q4 | $2.56M | Sell |
43,506
-100
| -0.2% | -$5.89K | 1.09% | 24 |
|
|
2023
Q3 | $2.44M | Buy |
+43,606
| New | +$2.44M | 1.14% | 23 |
|
|
2023
Q1 | $2.77M | Hold |
44,606
| – | – | 1.27% | 23 |
|
|
2022
Q4 | $2.84M | Hold |
44,606
| – | – | 1.35% | 21 |
|
|
2022
Q3 | $2.5M | Hold |
44,606
| – | – | 1.29% | 23 |
|
|
2022
Q2 | $2.81M | Buy |
44,606
+356
| +0.8% | +$22.4K | 1.3% | 24 |
|
|
2022
Q1 | $2.74M | Buy |
+44,250
| New | +$2.74M | 1.07% | 26 |
|