SC
Stephens Consulting’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Buy |
2,722
+155
| +6% | +$11K | 0.05% | 97 |
|
|
2025
Q1 | $184K | Sell |
2,567
-291
| -10% | -$20.8K | 0.05% | 93 |
|
|
2024
Q4 | $178K | Buy |
2,858
+308
| +12% | +$19.2K | 0.04% | 105 |
|
|
2024
Q3 | $183K | Hold |
2,550
| – | – | 0.05% | 94 |
|
|
2024
Q2 | $162K | Hold |
2,550
| – | – | 0.05% | 97 |
|
|
2024
Q1 | $156K | Sell |
2,550
-200
| -7% | -$12.2K | 0.05% | 94 |
|
|
2023
Q4 | $162K | Buy |
2,750
+200
| +8% | +$11.8K | 0.05% | 91 |
|
|
2023
Q3 | $143K | Buy |
2,550
+1,600
| +168% | +$89.6K | 0.06% | 94 |
|
|
2023
Q2 | $57.2K | Sell |
950
-65
| -6% | -$3.91K | 0.02% | 150 |
|
|
2023
Q1 | $63K | Hold |
1,015
| – | – | 0.04% | 148 |
|
|
2022
Q4 | $64.6K | Sell |
1,015
-273
| -21% | -$17.4K | 0.04% | 147 |
|
|
2022
Q3 | $72.2K | Buy |
1,288
+65
| +5% | +$3.64K | 0.06% | 134 |
|
|
2022
Q2 | $76.9K | Sell |
1,223
-550
| -31% | -$34.6K | 0.06% | 128 |
|
|
2022
Q1 | $110K | Sell |
1,773
-877
| -33% | -$54.4K | 0.09% | 114 |
|
|
2021
Q4 | $157K | Buy |
+2,650
| New | +$157K | 0.13% | 109 |
|