Trifecta Capital Advisors’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 | $282K | Buy |
3,985
+1,788
| +81% | +$127K | 0.05% | 85 |
|
|
2025
Q1 | $157K | Sell |
2,197
-284
| -11% | -$20.3K | 0.03% | 88 |
|
|
2024
Q4 | $154K | Buy |
2,481
+70
| +3% | +$4.36K | 0.03% | 94 |
|
|
2024
Q3 | $173K | Hold |
2,411
| – | – | 0.04% | 85 |
|
|
2024
Q2 | $153K | Hold |
2,411
| – | – | 0.03% | 87 |
|
|
2024
Q1 | $148K | Hold |
2,411
| – | – | 0.04% | 88 |
|
|
2023
Q4 | $142K | Hold |
2,411
| – | – | 0.04% | 93 |
|
|
2023
Q3 | $135K | Hold |
2,411
| – | – | 0.04% | 93 |
|
|
2023
Q2 | $145K | Hold |
2,411
| – | – | 0.05% | 93 |
|
|
2023
Q1 | $150K | Hold |
2,411
| – | – | 0.05% | 94 |
|
|
2022
Q4 | $153K | Buy |
+2,411
| New | +$153K | 0.06% | 94 |
|