1858 Wealth Management’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 | $508K | Hold |
7,182
| – | – | 0.37% | 60 |
|
|
2025
Q1 | $514K | Sell |
7,182
-5
| -0.1% | -$358 | 0.44% | 52 |
|
|
2024
Q4 | $447K | Hold |
7,187
| – | – | 0.35% | 67 |
|
|
2024
Q3 | $516K | Sell |
7,187
-5
| -0.1% | -$359 | 0.43% | 63 |
|
|
2024
Q2 | $458K | Sell |
7,192
-6
| -0.1% | -$382 | 0.38% | 65 |
|
|
2024
Q1 | $424K | Hold |
7,198
| – | – | 0.4% | 66 |
|
|
2023
Q4 | $424K | Buy |
+7,198
| New | +$424K | 0.4% | 66 |
|