Stone Summit Wealth’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 | $888K | Hold |
12,545
| – | – | 0.28% | 76 |
|
|
2025
Q1 | $898K | Sell |
12,545
-265
| -2% | -$19K | 0.3% | 75 |
|
|
2024
Q4 | $798K | Sell |
12,810
-1,300
| -9% | -$80.9K | 0.27% | 76 |
|
|
2024
Q3 | $1.01M | Sell |
14,110
-154
| -1% | -$11.1K | 0.33% | 75 |
|
|
2024
Q2 | $908K | Sell |
14,264
-120
| -0.8% | -$7.64K | 0.33% | 71 |
|
|
2024
Q1 | $880K | Buy |
14,384
+150
| +1% | +$9.18K | 0.31% | 74 |
|
|
2023
Q4 | $839K | Sell |
14,234
-396
| -3% | -$23.3K | 0.32% | 76 |
|
|
2023
Q3 | $819K | Sell |
14,630
-50
| -0.3% | -$2.8K | 0.35% | 74 |
|
|
2023
Q2 | $884K | Sell |
14,680
-45
| -0.3% | -$2.71K | 0.37% | 73 |
|
|
2023
Q1 | $913K | Sell |
14,725
-318
| -2% | -$19.7K | 0.41% | 67 |
|
|
2022
Q4 | $957K | Sell |
15,043
-50
| -0.3% | -$3.18K | 0.47% | 63 |
|
|
2022
Q3 | $845K | Hold |
15,093
| – | – | 0.52% | 57 |
|
|
2022
Q2 | $950K | Sell |
15,093
-262
| -2% | -$16.5K | 0.57% | 55 |
|
|
2022
Q1 | $964K | Buy |
+15,355
| New | +$964K | 0.54% | 58 |
|