Zhang 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 | $756K | Buy |
10,683
+370
| +4% | +$26.2K | 0.03% | 182 |
|
|
2025
Q1 | $739K | Sell |
10,313
-278
| -3% | -$19.9K | 0.04% | 185 |
|
|
2024
Q4 | $659K | Buy |
10,591
+694
| +7% | +$43.2K | 0.04% | 182 |
|
|
2024
Q3 | $711K | Buy |
9,897
+99
| +1% | +$7.11K | 0.04% | 172 |
|
|
2024
Q2 | $624K | Sell |
9,798
-1,025
| -9% | -$65.2K | 0.04% | 170 |
|
|
2024
Q1 | $662K | Hold |
10,823
| – | – | 0.05% | 170 |
|
|
2023
Q4 | $638K | Sell |
10,823
-715
| -6% | -$42.1K | 0.05% | 162 |
|
|
2023
Q3 | $646K | Buy |
11,538
+1,792
| +18% | +$100K | 0.07% | 141 |
|
|
2023
Q2 | $587K | Sell |
9,746
-2,085
| -18% | -$126K | 0.06% | 148 |
|
|
2023
Q1 | $734K | Buy |
11,831
+908
| +8% | +$56.3K | 0.08% | 132 |
|
|
2022
Q4 | $695K | Buy |
10,923
+1,346
| +14% | +$85.6K | 0.09% | 123 |
|
|
2022
Q3 | $536K | Buy |
9,577
+394
| +4% | +$22.1K | 0.08% | 127 |
|
|
2022
Q2 | $578K | Buy |
9,183
+2,101
| +30% | +$132K | 0.09% | 120 |
|
|
2022
Q1 | $439K | Buy |
7,082
+608
| +9% | +$37.7K | 0.07% | 144 |
|
|
2021
Q4 | $383K | Buy |
+6,474
| New | +$383K | 0.07% | 147 |
|
|
2020
Q1 | – | Sell |
-5,917
| Closed | -$327K | – | 101 |
|
|
2019
Q4 | $327K | Sell |
5,917
-292
| -5% | -$16.1K | 0.12% | 74 |
|
|
2019
Q3 | $338K | Buy |
6,209
+2,255
| +57% | +$123K | 0.14% | 66 |
|
|
2019
Q2 | $201K | Sell |
3,954
-315
| -7% | -$16K | 0.08% | 88 |
|
|
2019
Q1 | $200K | Buy |
+4,269
| New | +$200K | 0.09% | 83 |
|
|
2018
Q2 | – | Sell |
-5,770
| Closed | -$246K | – | 77 |
|
|
2018
Q1 | $246K | Hold |
5,770
| – | – | 0.13% | 70 |
|
|
2017
Q4 | $265K | Sell |
5,770
-103
| -2% | -$4.73K | 0.13% | 67 |
|
|
2017
Q3 | $267K | Hold |
5,873
| – | – | 0.14% | 65 |
|
|
2017
Q2 | $261K | Buy |
5,873
+103
| +2% | +$4.58K | 0.14% | 65 |
|
|
2017
Q1 | $265K | Buy |
+5,770
| New | +$265K | 0.13% | 64 |
|