United Advisor 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 | $805K | Buy |
11,355
+576
| +5% | +$40.8K | 0.14% | 155 |
|
|
2025
Q1 | $774K | Sell |
10,779
-2,587
| -19% | -$186K | 0.16% | 141 |
|
|
2024
Q4 | $832K | Buy |
13,366
+3,717
| +39% | +$231K | 0.16% | 141 |
|
|
2024
Q3 | $693K | Buy |
9,649
+2,544
| +36% | +$183K | 0.16% | 141 |
|
|
2024
Q2 | $452K | Buy |
7,105
+1,359
| +24% | +$86.5K | 0.14% | 142 |
|
|
2024
Q1 | $352K | Buy |
+5,746
| New | +$352K | 0.13% | 147 |
|