Trek Financial’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 | $1.39M | Buy |
19,712
+13,954
| +242% | +$987K | 0.09% | 181 |
|
|
2025
Q1 | $412K | Sell |
5,758
-11,168
| -66% | -$800K | 0.03% | 262 |
|
|
2024
Q4 | $1.05M | Buy |
16,926
+12,555
| +287% | +$782K | 0.08% | 188 |
|
|
2024
Q3 | $314K | Sell |
4,371
-2,240
| -34% | -$161K | 0.02% | 302 |
|
|
2024
Q2 | $421K | Sell |
6,611
-910
| -12% | -$57.9K | 0.03% | 247 |
|
|
2024
Q1 | $460K | Sell |
7,521
-201
| -3% | -$12.3K | 0.04% | 243 |
|
|
2023
Q4 | $455K | Buy |
7,722
+2,876
| +59% | +$169K | 0.04% | 196 |
|
|
2023
Q3 | $271K | Sell |
4,846
-90
| -2% | -$5.04K | 0.02% | 234 |
|
|
2023
Q2 | $297K | Sell |
4,936
-2,351
| -32% | -$142K | 0.03% | 211 |
|
|
2023
Q1 | $452K | Buy |
7,287
+2,955
| +68% | +$183K | 0.04% | 175 |
|
|
2022
Q4 | $276K | Buy |
4,332
+548
| +14% | +$34.9K | 0.03% | 198 |
|
|
2022
Q3 | $212K | Buy |
3,784
+142
| +4% | +$7.96K | 0.02% | 198 |
|
|
2022
Q2 | $229K | Sell |
3,642
-443
| -11% | -$27.9K | 0.02% | 191 |
|
|
2022
Q1 | $253K | Buy |
+4,085
| New | +$253K | 0.02% | 186 |
|