Baker Tilly 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 | $1.29M | Sell |
18,231
-1,072
| -6% | -$75.8K | 0.46% | 38 |
|
|
2025
Q1 | $1.38M | Buy |
19,303
+2,758
| +17% | +$198K | 0.54% | 34 |
|
|
2024
Q4 | $1.03M | Sell |
16,545
-406
| -2% | -$25.3K | 0.4% | 50 |
|
|
2024
Q3 | $1.22M | Buy |
16,951
+709
| +4% | +$50.9K | 0.54% | 36 |
|
|
2024
Q2 | $1.03M | Sell |
16,242
-25,308
| -61% | -$1.61M | 0.42% | 47 |
|
|
2024
Q1 | $2.54M | Buy |
41,550
+1,064
| +3% | +$65.1K | 0.46% | 48 |
|
|
2023
Q4 | $2.39M | Sell |
40,486
-3,972
| -9% | -$234K | 0.39% | 54 |
|
|
2023
Q3 | $2.49M | Sell |
44,458
-33,322
| -43% | -$1.87M | 0.41% | 51 |
|
|
2023
Q2 | $4.68M | Buy |
77,780
+3,371
| +5% | +$203K | 0.49% | 41 |
|
|
2023
Q1 | $4.62M | Buy |
74,409
+836
| +1% | +$51.9K | 0.52% | 41 |
|
|
2022
Q4 | $4.68M | Buy |
73,573
+1,801
| +3% | +$115K | 0.58% | 42 |
|
|
2022
Q3 | $4.02M | Buy |
71,772
+4,929
| +7% | +$276K | 0.55% | 38 |
|
|
2022
Q2 | $4.21M | Sell |
66,843
-2,510
| -4% | -$158K | 0.55% | 40 |
|
|
2022
Q1 | $4.3M | Buy |
69,353
+5,010
| +8% | +$311K | 0.48% | 50 |
|
|
2021
Q4 | $3.81M | Buy |
64,343
+6,983
| +12% | +$413K | 0.41% | 47 |
|
|
2021
Q3 | $3.01M | Buy |
57,360
+9,962
| +21% | +$523K | 0.4% | 49 |
|
|
2021
Q2 | $2.57M | Buy |
47,398
+5,561
| +13% | +$301K | 0.41% | 50 |
|
|
2021
Q1 | $2.21M | Buy |
41,837
+18,451
| +79% | +$972K | 0.45% | 49 |
|
|
2020
Q4 | $1.28M | Buy |
+23,386
| New | +$1.28M | 0.4% | 58 |
|