Winthrop Advisory 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 | $332K | Buy |
4,660
+106
| +2% | +$7.55K | 0.03% | 129 |
|
|
2025
Q1 | $328K | Sell |
4,554
-30
| -0.7% | -$2.16K | 0.04% | 111 |
|
|
2024
Q4 | $285K | Sell |
4,584
-173
| -4% | -$10.8K | 0.03% | 123 |
|
|
2024
Q3 | $344K | Sell |
4,757
-11
| -0.2% | -$796 | 0.04% | 105 |
|
|
2024
Q2 | $303K | Buy |
4,768
+842
| +21% | +$53.6K | 0.04% | 108 |
|
|
2024
Q1 | $242K | Buy |
3,926
+42
| +1% | +$2.59K | 0.04% | 127 |
|
|
2023
Q4 | $229K | Sell |
3,884
-25
| -0.6% | -$1.47K | 0.04% | 126 |
|
|
2023
Q3 | $221K | Buy |
3,909
+8
| +0.2% | +$452 | 0.04% | 115 |
|
|
2023
Q2 | $237K | Buy |
3,901
+272
| +7% | +$16.5K | 0.04% | 116 |
|
|
2023
Q1 | $227K | Sell |
3,629
-385
| -10% | -$24.1K | 0.04% | 109 |
|
|
2022
Q4 | $255K | Buy |
4,014
+80
| +2% | +$5.09K | 0.05% | 107 |
|
|
2022
Q3 | $222K | Buy |
3,934
+27
| +0.7% | +$1.52K | 0.05% | 101 |
|
|
2022
Q2 | $247K | Sell |
3,907
-17
| -0.4% | -$1.08K | 0.06% | 100 |
|
|
2022
Q1 | $245K | Sell |
3,924
-20
| -0.5% | -$1.25K | 0.05% | 115 |
|
|
2021
Q4 | $234K | Sell |
3,944
-9
| -0.2% | -$534 | 0.05% | 124 |
|
|
2021
Q3 | $209K | Buy |
+3,953
| New | +$209K | 0.05% | 131 |
|
|
2021
Q2 | – | Sell |
-5,400
| Closed | -$285K | – | 138 |
|
|
2021
Q1 | $285K | Buy |
+5,400
| New | +$285K | 0.07% | 100 |
|