Warner 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 | $256K | Hold |
3,613
| – | – | 0.11% | 105 |
|
|
2025
Q1 | $259K | Hold |
3,613
| – | – | 0.11% | 103 |
|
|
2024
Q4 | $225K | Buy |
+3,613
| New | +$225K | 0.1% | 108 |
|
|
2023
Q3 | – | Sell |
-6,705
| Closed | -$404K | – | 94 |
|
|
2023
Q2 | $404K | Sell |
6,705
-2,702
| -29% | -$163K | 0.26% | 69 |
|
|
2023
Q1 | $583K | Buy |
+9,407
| New | +$583K | 0.4% | 55 |
|