Stonebrook Private’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 | $989K | Buy |
13,977
+848
| +6% | +$60K | 0.23% | 88 |
|
|
2025
Q1 | $940K | Buy |
13,129
+744
| +6% | +$53.3K | 0.24% | 86 |
|
|
2024
Q4 | $771K | Buy |
12,385
+519
| +4% | +$32.3K | 0.2% | 92 |
|
|
2024
Q3 | $853K | Sell |
11,866
-26
| -0.2% | -$1.87K | 0.23% | 86 |
|
|
2024
Q2 | $757K | Sell |
11,892
-1,514
| -11% | -$96.4K | 0.22% | 89 |
|
|
2024
Q1 | $820K | Buy |
13,406
+93
| +0.7% | +$5.69K | 0.24% | 86 |
|
|
2023
Q4 | $785K | Buy |
+13,313
| New | +$785K | 0.26% | 75 |
|