Trinity Legacy Partners’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 | $5.07M | Buy |
73,227
+2,148
| +3% | +$149K | 1.23% | 34 |
|
|
2025
Q1 | $4.9M | Buy |
71,079
+24,076
| +51% | +$1.66M | 1.24% | 35 |
|
|
2024
Q4 | $2.93M | Buy |
47,003
+43,986
| +1,458% | +$2.74M | 0.75% | 54 |
|
|
2024
Q3 | $212K | Buy |
+3,017
| New | +$212K | 0.05% | 96 |
|
|
2023
Q3 | – | Sell |
-5,384
| Closed | -$324K | – | 105 |
|
|
2023
Q2 | $324K | Buy |
5,384
+1,236
| +30% | +$74.4K | 0.11% | 62 |
|
|
2023
Q1 | $257K | Buy |
+4,148
| New | +$257K | 0.1% | 71 |
|
|
2020
Q3 | – | Sell |
-4,853
| Closed | -$220K | – | 87 |
|
|
2020
Q2 | $220K | Sell |
4,853
-102
| -2% | -$4.62K | 0.11% | 72 |
|
|
2020
Q1 | $218K | Buy |
4,955
+122
| +3% | +$5.37K | 0.15% | 59 |
|
|
2019
Q4 | $267K | Buy |
4,833
+45
| +0.9% | +$2.49K | 0.12% | 76 |
|
|
2019
Q3 | $255K | Sell |
4,788
-220
| -4% | -$11.7K | 0.13% | 55 |
|
|
2019
Q2 | $268K | Buy |
+5,008
| New | +$268K | 0.18% | 46 |
|