Badgley Phelps Wealth Managers’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 | $23.1M | Buy |
324,815
+3,722
| +1% | +$265K | 0.51% | 47 |
|
|
2025
Q1 | $23.2M | Sell |
321,093
-243
| -0.1% | -$17.5K | 0.56% | 46 |
|
|
2024
Q4 | $20M | Buy |
321,336
+1,844
| +0.6% | +$115K | 0.47% | 61 |
|
|
2024
Q3 | $23.1M | Buy |
319,492
+8,196
| +3% | +$593K | 0.54% | 55 |
|
|
2024
Q2 | $20M | Sell |
311,296
-1,067
| -0.3% | -$68.4K | 0.49% | 62 |
|
|
2024
Q1 | $19.3M | Buy |
312,363
+26,358
| +9% | +$1.62M | 0.48% | 68 |
|
|
2023
Q4 | $16.9M | Sell |
286,005
-4,607
| -2% | -$271K | 0.46% | 68 |
|
|
2023
Q3 | $16.3M | Buy |
290,612
+5,105
| +2% | +$286K | 0.55% | 63 |
|
|
2023
Q2 | $17.2M | Buy |
285,507
+1,738
| +0.6% | +$105K | 0.57% | 60 |
|
|
2023
Q1 | $17.6M | Buy |
283,769
+2,699
| +1% | +$167K | 0.65% | 53 |
|
|
2022
Q4 | $17.9M | Buy |
281,070
+1,439
| +0.5% | +$91.5K | 0.72% | 47 |
|
|
2022
Q3 | $15.7M | Buy |
279,631
+4,436
| +2% | +$249K | 0.67% | 51 |
|
|
2022
Q2 | $17.3M | Buy |
275,195
+4,739
| +2% | +$298K | 0.71% | 49 |
|
|
2022
Q1 | $16.8M | Buy |
270,456
+259,199
| +2,303% | +$16.1M | 0.58% | 57 |
|
|
2021
Q4 | $667K | Buy |
11,257
+620
| +6% | +$36.7K | 0.02% | 148 |
|
|
2021
Q3 | $558K | Buy |
+10,637
| New | +$558K | 0.02% | 149 |
|