BWM
BCS Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
11,001
+1,427
| +15% | +$101K | 0.17% | 121 |
|
|
2025
Q1 | $686K | Sell |
9,574
-534
| -5% | -$38.3K | 0.18% | 112 |
|
|
2024
Q4 | $629K | Buy |
+10,108
| New | +$629K | 0.16% | 123 |
|
|
2024
Q2 | – | Sell |
-10,861
| Closed | -$664K | – | 187 |
|
|
2024
Q1 | $664K | Sell |
10,861
-329
| -3% | -$20.1K | 0.21% | 104 |
|
|
2023
Q4 | $659K | Buy |
11,190
+46
| +0.4% | +$2.71K | 0.24% | 95 |
|
|
2023
Q3 | $624K | Buy |
+11,144
| New | +$624K | 0.26% | 88 |
|
|
2023
Q2 | – | Sell |
-5,140
| Closed | -$319K | – | 140 |
|
|
2023
Q1 | $319K | Sell |
5,140
-5,794
| -53% | -$360K | 0.14% | 114 |
|
|
2022
Q4 | $696K | Sell |
10,934
-310
| -3% | -$19.7K | 0.29% | 84 |
|
|
2022
Q3 | $630K | Sell |
11,244
-1,196
| -10% | -$67K | 0.3% | 86 |
|
|
2022
Q2 | $783K | Buy |
12,440
+934
| +8% | +$58.8K | 0.35% | 68 |
|
|
2022
Q1 | $713K | Sell |
11,506
-1,868
| -14% | -$116K | 0.3% | 81 |
|
|
2021
Q4 | $792K | Buy |
13,374
+1,171
| +10% | +$69.3K | 0.28% | 80 |
|
|
2021
Q3 | $640K | Buy |
12,203
+1,633
| +15% | +$85.6K | 0.27% | 81 |
|
|
2021
Q2 | $572K | Buy |
10,570
+1,006
| +11% | +$54.4K | 0.3% | 72 |
|
|
2021
Q1 | $504K | Buy |
9,564
+3,143
| +49% | +$166K | 0.24% | 80 |
|
|
2020
Q4 | $352K | Hold |
6,421
| – | – | 0.18% | 99 |
|
|
2020
Q3 | $317K | Sell |
6,421
-475
| -7% | -$23.5K | 0.18% | 94 |
|
|
2020
Q2 | $308K | Buy |
6,896
+12
| +0.2% | +$536 | 0.18% | 95 |
|
|
2020
Q1 | $305K | Buy |
6,884
+2,220
| +48% | +$98.4K | 0.21% | 82 |
|
|
2019
Q4 | $258K | Buy |
+4,664
| New | +$258K | 0.17% | 90 |
|