Bartlett & Co Wealth Management’s Coca-Cola KO Stock Holding History

Bartlett & Co Wealth Management’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12M	Buy	168,119 +383	+0.2%	+$27.3K	0.17%	95
2025 Q1	$12.1M	Sell	167,736 -200	-0.1%	-$14.4K	0.18%	92
2024 Q4	$10.5M	Sell	167,936 -13,773	-8%	-$858K	0.15%	102
2024 Q3	$13.1M	Sell	181,709 -2,431	-1%	-$176K	0.19%	87
2024 Q2	$11.8M	Sell	184,140 -6,755	-4%	-$433K	0.18%	90
2024 Q1	$11.8M	Sell	190,895 -6,615	-3%	-$408K	0.18%	94
2023 Q4	$11.6M	Sell	197,510 -1,359	-0.7%	-$79.8K	0.19%	91
2023 Q3	$11.2M	Sell	198,869 -3,640	-2%	-$205K	0.2%	88
2023 Q2	$12.3M	Buy	202,509 +36,933	+22%	+$2.24M	0.21%	85
2023 Q1	$10.3M	Sell	165,576 -2,346	-1%	-$147K	0.2%	92
2022 Q4	$10.7M	Sell	167,922 -1,057	-0.6%	-$67.2K	0.21%	91
2022 Q3	$9.54M	Buy	168,979 +3,545	+2%	+$200K	0.21%	92
2022 Q2	$10.5M	Buy	165,434 +150	+0.1%	+$9.5K	0.21%	90
2022 Q1	$10.3M	Sell	165,284 -102	-0.1%	-$6.37K	0.18%	98
2021 Q4	$9.79M	Buy	165,386 +2,850	+2%	+$169K	0.17%	102
2021 Q3	$8.6M	Sell	162,536 -4,016	-2%	-$212K	0.16%	102
2021 Q2	$9.08M	Sell	166,552 -4,626	-3%	-$252K	0.17%	101
2021 Q1	$9.09M	Sell	171,178 -1,795	-1%	-$95.4K	0.18%	97
2020 Q4	$9.49M	Sell	172,973 -319	-0.2%	-$17.5K	0.2%	92
2020 Q3	$8.63M	Sell	173,292 -3,287	-2%	-$164K	0.2%	93
2020 Q2	$7.96M	Sell	176,579 -1,686	-0.9%	-$76K	0.21%	94
2020 Q1	$7.96M	Sell	178,265 -1,691	-0.9%	-$75.5K	0.24%	89
2019 Q4	$9.96M	Sell	179,956 -1,547	-0.9%	-$85.6K	0.24%	90
2019 Q3	$9.95M	Buy	181,503 +101,954	+128%	+$5.59M	0.26%	92
2019 Q2	$4.08M	Buy	79,549 +702	+0.9%	+$36K	0.15%	98
2019 Q1	$3.73M	Sell	78,847 -3,754	-5%	-$177K	0.14%	100
2018 Q4	$3.91M	Sell	82,601 -85	-0.1%	-$4.03K	0.17%	93
2018 Q3	$3.85M	Sell	82,686 -268	-0.3%	-$12.5K	0.14%	97
2018 Q2	$3.67M	Sell	82,954 -2,248	-3%	-$99.5K	0.15%	94
2018 Q1	$3.73M	Buy	+85,202	New	+$3.73M	0.15%	92