1900 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 | $433K | Buy |
6,115
+202
| +3% | +$14.3K | 0.03% | 159 |
|
|
2025
Q1 | $423K | Buy |
5,913
+205
| +4% | +$14.7K | 0.04% | 158 |
|
|
2024
Q4 | $355K | Buy |
5,708
+2
| +0% | +$125 | 0.03% | 175 |
|
|
2024
Q3 | $410K | Hold |
5,706
| – | – | 0.04% | 165 |
|
|
2024
Q2 | $363K | Buy |
5,706
+1
| +0% | +$64 | 0.03% | 176 |
|
|
2024
Q1 | $349K | Sell |
5,705
-1,862
| -25% | -$114K | 0.03% | 189 |
|
|
2023
Q4 | $446K | Sell |
7,567
-1,445
| -16% | -$85.2K | 0.04% | 205 |
|
|
2023
Q3 | $505K | Buy |
9,012
+3,751
| +71% | +$210K | 0.05% | 190 |
|
|
2023
Q2 | $317K | Sell |
5,261
-266
| -5% | -$16K | 0.03% | 192 |
|
|
2023
Q1 | $348K | Sell |
5,527
-750
| -12% | -$47.3K | 0.04% | 186 |
|
|
2022
Q4 | $399K | Buy |
6,277
+165
| +3% | +$10.5K | 0.04% | 174 |
|
|
2022
Q3 | $342K | Sell |
6,112
-750
| -11% | -$42K | 0.04% | 173 |
|
|
2022
Q2 | $432K | Hold |
6,862
| – | – | 0.05% | 161 |
|
|
2022
Q1 | $425K | Buy |
6,862
+130
| +2% | +$8.05K | 0.04% | 174 |
|
|
2021
Q4 | $398K | Buy |
6,732
+292
| +5% | +$17.3K | 0.04% | 185 |
|
|
2021
Q3 | $338K | Buy |
6,440
+187
| +3% | +$9.82K | 0.03% | 182 |
|
|
2021
Q2 | $339K | Sell |
6,253
-530
| -8% | -$28.7K | 0.03% | 179 |
|
|
2021
Q1 | $358 | Buy |
6,783
+993
| +17% | +$52 | 0.03% | 140 |
|
|
2020
Q4 | $318K | Buy |
+5,790
| New | +$318K | 0.04% | 118 |
|