Walkner Condon Financial 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 | $395K | Buy |
5,588
+448
| +9% | +$31.7K | 0.07% | 188 |
|
|
2025
Q1 | $368K | Buy |
5,140
+365
| +8% | +$26.1K | 0.07% | 183 |
|
|
2024
Q4 | $297K | Buy |
4,775
+146
| +3% | +$9.09K | 0.06% | 218 |
|
|
2024
Q3 | $333K | Buy |
4,629
+645
| +16% | +$46.3K | 0.07% | 202 |
|
|
2024
Q2 | $253K | Sell |
3,984
-1,204
| -23% | -$76.6K | 0.05% | 217 |
|
|
2024
Q1 | $317K | Buy |
5,188
+96
| +2% | +$5.87K | 0.07% | 206 |
|
|
2023
Q4 | $300K | Buy |
5,092
+577
| +13% | +$34K | 0.07% | 212 |
|
|
2023
Q3 | $253K | Buy |
4,515
+436
| +11% | +$24.4K | 0.07% | 212 |
|
|
2023
Q2 | $246K | Sell |
4,079
-193
| -5% | -$11.6K | 0.07% | 205 |
|
|
2023
Q1 | $265K | Sell |
4,272
-161
| -4% | -$9.99K | 0.07% | 188 |
|
|
2022
Q4 | $282K | Buy |
+4,433
| New | +$282K | 0.08% | 173 |
|
|
2022
Q3 | – | Sell |
-3,303
| Closed | -$208K | – | 225 |
|
|
2022
Q2 | $208K | Buy |
+3,303
| New | +$208K | 0.07% | 210 |
|