BKM 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 | $490K | Hold |
6,929
| – | – | 0.19% | 106 |
|
|
2025
Q1 | $496K | Buy |
6,929
+159
| +2% | +$11.4K | 0.2% | 110 |
|
|
2024
Q4 | $422K | Buy |
6,770
+301
| +5% | +$18.7K | 0.17% | 116 |
|
|
2024
Q3 | $465K | Buy |
6,469
+2,293
| +55% | +$165K | 0.19% | 117 |
|
|
2024
Q2 | $331K | Sell |
4,176
-4,030
| -49% | -$320K | 0.16% | 124 |
|
|
2024
Q1 | $502K | Buy |
8,206
+1,547
| +23% | +$94.6K | 0.22% | 108 |
|
|
2023
Q4 | $392K | Buy |
+6,659
| New | +$392K | 0.17% | 107 |
|