Warren Street Wealth 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 | $473K | Buy |
6,684
+1,166
| +21% | +$82.5K | 0.16% | 62 |
|
|
2025
Q1 | $395K | Buy |
5,518
+674
| +14% | +$48.3K | 0.15% | 67 |
|
|
2024
Q4 | $302K | Buy |
4,844
+50
| +1% | +$3.11K | 0.12% | 74 |
|
|
2024
Q3 | $344K | Sell |
4,794
-102
| -2% | -$7.33K | 0.14% | 72 |
|
|
2024
Q2 | $312K | Buy |
4,896
+512
| +12% | +$32.6K | 0.15% | 75 |
|
|
2024
Q1 | $268K | Buy |
4,384
+573
| +15% | +$35.1K | 0.13% | 79 |
|
|
2023
Q4 | $225K | Buy |
+3,811
| New | +$225K | 0.13% | 82 |
|
|
2023
Q3 | – | Sell |
-4,343
| Closed | -$262K | – | 84 |
|
|
2023
Q2 | $262K | Buy |
4,343
+936
| +27% | +$56.4K | 0.17% | 65 |
|
|
2023
Q1 | $211K | Buy |
+3,407
| New | +$211K | 0.15% | 67 |
|