Townsend & Associates’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 | $941K | Hold |
13,605
| – | – | 0.09% | 66 |
|
|
2025
Q1 | $990K | Hold |
13,605
| – | – | 0.1% | 62 |
|
|
2024
Q4 | $849K | Hold |
13,605
| – | – | 0.09% | 69 |
|
|
2024
Q3 | $925K | Sell |
13,605
-2
| -0% | -$136 | 0.1% | 65 |
|
|
2024
Q2 | $912K | Sell |
13,607
-10
| -0.1% | -$670 | 0.1% | 63 |
|
|
2024
Q1 | $826K | Buy |
13,617
+10
| +0.1% | +$606 | 0.1% | 66 |
|
|
2023
Q4 | $802K | Hold |
13,607
| – | – | 0.1% | 66 |
|
|
2023
Q3 | $752K | Buy |
13,607
+10
| +0.1% | +$552 | 0.16% | 64 |
|
|
2023
Q2 | $846K | Hold |
13,597
| – | – | 0.22% | 78 |
|
|
2023
Q1 | $872K | Buy |
+13,597
| New | +$872K | 0.35% | 75 |
|