49 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 | $1.5M | Buy |
21,146
+1,246
| +6% | +$88.2K | 0.16% | 41 |
|
|
2025
Q1 | $1.43M | Buy |
19,900
+3,172
| +19% | +$227K | 0.17% | 46 |
|
|
2024
Q4 | $1.04M | Buy |
16,728
+283
| +2% | +$17.6K | 0.15% | 53 |
|
|
2024
Q3 | $1.18M | Buy |
16,445
+3,289
| +25% | +$236K | 0.19% | 51 |
|
|
2024
Q2 | $832K | Buy |
13,156
+533
| +4% | +$33.7K | 0.16% | 62 |
|
|
2024
Q1 | $766K | Sell |
12,623
-289
| -2% | -$17.5K | 0.16% | 42 |
|
|
2023
Q4 | $761K | Buy |
+12,912
| New | +$761K | 0.2% | 42 |
|