Adamsbrown Wealth Consultants’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 | $359K | Buy |
5,080
+412
| +9% | +$29.1K | 0.1% | 68 |
|
|
2025
Q1 | $334K | Sell |
4,668
-323
| -6% | -$23.1K | 0.11% | 67 |
|
|
2024
Q4 | $311K | Buy |
4,991
+32
| +0.6% | +$1.99K | 0.11% | 72 |
|
|
2024
Q3 | $356K | Buy |
4,959
+317
| +7% | +$22.8K | 0.12% | 56 |
|
|
2024
Q2 | $295K | Buy |
4,642
+13
| +0.3% | +$828 | 0.12% | 62 |
|
|
2024
Q1 | $283K | Sell |
4,629
-881
| -16% | -$53.9K | 0.11% | 62 |
|
|
2023
Q4 | $325K | Buy |
5,510
+505
| +10% | +$29.8K | 0.14% | 56 |
|
|
2023
Q3 | $280K | Buy |
5,005
+77
| +2% | +$4.31K | 0.14% | 60 |
|
|
2023
Q2 | $297K | Sell |
4,928
-78
| -2% | -$4.7K | 0.16% | 57 |
|
|
2023
Q1 | $311K | Sell |
5,006
-82
| -2% | -$5.09K | 0.18% | 51 |
|
|
2022
Q4 | $324K | Buy |
5,088
+264
| +5% | +$16.8K | 0.2% | 56 |
|
|
2022
Q3 | $270K | Buy |
4,824
+99
| +2% | +$5.54K | 0.21% | 62 |
|
|
2022
Q2 | $297K | Buy |
4,725
+785
| +20% | +$49.3K | 0.23% | 63 |
|
|
2022
Q1 | $244K | Buy |
3,940
+329
| +9% | +$20.4K | 0.19% | 75 |
|
|
2021
Q4 | $214K | Buy |
+3,611
| New | +$214K | 0.19% | 78 |
|