AE 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 | $8.77M | Buy |
123,924
+24,160
| +24% | +$1.71M | 0.06% | 267 |
|
|
2025
Q1 | $7.15M | Sell |
99,764
-14,899
| -13% | -$1.07M | 0.06% | 285 |
|
|
2024
Q4 | $7.14M | Sell |
114,663
-4,803
| -4% | -$299K | 0.06% | 279 |
|
|
2024
Q3 | $8.58M | Sell |
119,466
-23,191
| -16% | -$1.67M | 0.08% | 251 |
|
|
2024
Q2 | $9.08M | Buy |
142,657
+29,732
| +26% | +$1.89M | 0.09% | 236 |
|
|
2024
Q1 | $6.91M | Sell |
112,925
-526,333
| -82% | -$32.2M | 0.08% | 256 |
|
|
2023
Q4 | $38M | Buy |
639,258
+66,424
| +12% | +$3.94M | 0.19% | 113 |
|
|
2023
Q3 | $32.1M | Sell |
572,834
-21,956
| -4% | -$1.23M | 0.19% | 117 |
|
|
2023
Q2 | $35.8M | Buy |
594,790
+94,742
| +19% | +$5.71M | 0.22% | 95 |
|
|
2023
Q1 | $31M | Buy |
500,048
+45,460
| +10% | +$2.82M | 0.2% | 113 |
|
|
2022
Q4 | $28.9M | Buy |
454,588
+28,544
| +7% | +$1.82M | 0.21% | 101 |
|
|
2022
Q3 | $23.9M | Sell |
426,044
-151,462
| -26% | -$8.48M | 0.19% | 117 |
|
|
2022
Q2 | $36.3M | Buy |
577,506
+105,530
| +22% | +$6.64M | 0.29% | 76 |
|
|
2022
Q1 | $29.3M | Buy |
471,976
+47,924
| +11% | +$2.97M | 0.2% | 109 |
|
|
2021
Q4 | $25.1M | Sell |
424,052
-101,839
| -19% | -$6.03M | 0.18% | 122 |
|
|
2021
Q3 | $27.6M | Buy |
525,891
+50,756
| +11% | +$2.66M | 0.23% | 100 |
|
|
2021
Q2 | $25.7M | Buy |
475,135
+91,900
| +24% | +$4.97M | 0.22% | 105 |
|
|
2021
Q1 | $20.2M | Buy |
383,235
+26,195
| +7% | +$1.38M | 0.2% | 108 |
|
|
2020
Q4 | $19.6M | Buy |
357,040
+2,918
| +0.8% | +$160K | 0.22% | 102 |
|
|
2020
Q3 | $17.5M | Buy |
354,122
+26,612
| +8% | +$1.31M | 0.25% | 91 |
|
|
2020
Q2 | $14.6M | Buy |
327,510
+122,633
| +60% | +$5.48M | 0.23% | 105 |
|
|
2020
Q1 | $9.07M | Buy |
204,877
+15,748
| +8% | +$697K | 0.21% | 98 |
|
|
2019
Q4 | $10.5M | Buy |
189,129
+29,427
| +18% | +$1.63M | 0.23% | 91 |
|
|
2019
Q3 | $8.69M | Sell |
159,702
-14,300
| -8% | -$778K | 0.25% | 79 |
|
|
2019
Q2 | $8.86M | Buy |
174,002
+73,898
| +74% | +$3.76M | 0.27% | 75 |
|
|
2019
Q1 | $4.69M | Buy |
100,104
+10,416
| +12% | +$488K | 0.33% | 64 |
|
|
2018
Q4 | $4.25M | Sell |
89,688
-38,767
| -30% | -$1.84M | 0.73% | 29 |
|
|
2018
Q3 | $5.93M | Buy |
128,455
+44,246
| +53% | +$2.04M | 0.33% | 58 |
|
|
2018
Q2 | $3.69M | Sell |
84,209
-11,735
| -12% | -$515K | 0.25% | 60 |
|
|
2018
Q1 | $4.17M | Buy |
95,944
+5,665
| +6% | +$246K | 0.32% | 56 |
|
|
2017
Q4 | $4.14M | Sell |
90,279
-3,165
| -3% | -$145K | 0.37% | 52 |
|
|
2017
Q3 | $4.21M | Buy |
93,444
+16,463
| +21% | +$741K | 0.39% | 40 |
|
|
2017
Q2 | $3.45M | Buy |
76,981
+23,010
| +43% | +$1.03M | 0.41% | 48 |
|
|
2017
Q1 | $2.29M | Buy |
53,971
+14,575
| +37% | +$619K | 0.42% | 46 |
|
|
2016
Q4 | $1.63M | Buy |
+39,396
| New | +$1.63M | 0.66% | 31 |
|