TA
TFB Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
7,337
-412
| -5% | -$29.1K | 0.14% | 171 |
|
|
2025
Q1 | $555K | Buy |
7,749
+617
| +9% | +$44.2K | 0.16% | 151 |
|
|
2024
Q4 | $444K | Sell |
7,132
-311
| -4% | -$19.4K | 0.13% | 180 |
|
|
2024
Q3 | $535K | Buy |
7,443
+100
| +1% | +$7.19K | 0.16% | 148 |
|
|
2024
Q2 | $467K | Sell |
7,343
-18
| -0.2% | -$1.15K | 0.15% | 154 |
|
|
2024
Q1 | $456K | Buy |
7,361
+3,031
| +70% | +$188K | 0.17% | 140 |
|
|
2023
Q4 | $255K | Buy |
+4,330
| New | +$255K | 0.13% | 141 |
|
|
2023
Q3 | – | Sell |
-7,734
| Closed | -$466K | – | 173 |
|
|
2023
Q2 | $466K | Buy |
+7,734
| New | +$466K | 0.2% | 113 |
|