Transcendent Capital Group’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 | $206K | Buy |
2,910
+90
| +3% | +$6.37K | 0.11% | 98 |
|
2025
Q1 | $202K | Buy |
2,820
+484
| +21% | +$34.7K | 0.11% | 87 |
|
2024
Q4 | $145K | Sell |
2,336
-10,558
| -82% | -$657K | 0.08% | 115 |
|
2024
Q3 | $927K | Buy |
12,894
+57
| +0.4% | +$4.1K | 0.48% | 55 |
|
2024
Q2 | $817K | Buy |
12,837
+10,397
| +426% | +$662K | 0.47% | 50 |
|
2024
Q1 | $149K | Buy |
2,440
+1,759
| +258% | +$108K | 0.09% | 107 |
|
2023
Q4 | $40.1K | Buy |
+681
| New | +$40.1K | 0.03% | 159 |
|