Bellwether Advisors’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 | $174K | Buy |
2,457
+48
| +2% | +$3.4K | 0.03% | 133 |
|
|
2025
Q1 | $173K | Hold |
2,409
| – | – | 0.04% | 135 |
|
|
2024
Q4 | $150K | Buy |
+2,409
| New | +$150K | 0.03% | 155 |
|
|
2023
Q2 | – | Sell |
-1,736
| Closed | -$108K | – | 290 |
|
|
2023
Q1 | $108K | Sell |
1,736
-10
| -0.6% | -$620 | 0.03% | 152 |
|
|
2022
Q4 | $111K | Buy |
1,746
+1,048
| +150% | +$66.7K | 0.03% | 149 |
|
|
2022
Q3 | $39K | Buy |
698
+171
| +32% | +$9.55K | 0.01% | 179 |
|
|
2022
Q2 | $33K | Sell |
527
-97
| -16% | -$6.07K | 0.01% | 188 |
|
|
2022
Q1 | $38K | Hold |
624
| – | – | 0.01% | 210 |
|
|
2021
Q4 | $36K | Hold |
624
| – | – | 0.01% | 219 |
|
|
2021
Q3 | $32K | Buy |
624
+158
| +34% | +$8.1K | 0.01% | 221 |
|
|
2021
Q2 | $25K | Hold |
466
| – | – | 0.01% | 208 |
|
|
2021
Q1 | $24K | Hold |
466
| – | – | 0.01% | 194 |
|
|
2020
Q4 | $25K | Buy |
+466
| New | +$25K | 0.01% | 190 |
|