Bradley & Co Private 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 | $627K | Sell |
8,859
-695
| -7% | -$49.2K | 0.38% | 24 |
|
|
2025
Q1 | $684K | Sell |
9,554
-572
| -6% | -$41K | 0.47% | 22 |
|
|
2024
Q4 | $630K | Buy |
+10,126
| New | +$630K | 0.39% | 22 |
|
|
2024
Q2 | $738K | Sell |
11,600
-1,720
| -13% | -$109K | 0.55% | 20 |
|
|
2024
Q1 | $815K | Sell |
13,320
-62,008
| -82% | -$3.79M | 0.66% | 21 |
|
|
2023
Q4 | $4.44M | Sell |
75,328
-2,368
| -3% | -$140K | 4.11% | 12 |
|
|
2023
Q3 | $4.35M | Buy |
77,696
+68,473
| +742% | +$3.83M | 4.54% | 12 |
|
|
2023
Q2 | $555K | Hold |
9,223
| – | – | 0.55% | 20 |
|
|
2023
Q1 | $572K | Hold |
9,223
| – | – | 0.63% | 20 |
|
|
2022
Q4 | $587K | Hold |
9,223
| – | – | 0.71% | 21 |
|
|
2022
Q3 | $517K | Hold |
9,223
| – | – | 0.62% | 23 |
|
|
2022
Q2 | $580K | Hold |
9,223
| – | – | 0.64% | 28 |
|
|
2022
Q1 | $572K | Sell |
9,223
-21
| -0.2% | -$1.3K | 0.49% | 32 |
|
|
2021
Q4 | $548K | Hold |
9,244
| – | – | 0.44% | 32 |
|
|
2021
Q3 | $485K | Sell |
9,244
-700
| -7% | -$36.7K | 0.42% | 34 |
|
|
2021
Q2 | $539K | Sell |
9,944
-200
| -2% | -$10.8K | 0.47% | 30 |
|
|
2021
Q1 | $535K | Buy |
+10,144
| New | +$535K | 0.49% | 31 |
|