BOPW
Brandywine Oak Private Wealth’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
22,472
-109
| -0.5% | -$7.71K | 0.15% | 76 |
|
|
2025
Q1 | $1.62M | Sell |
22,581
-952
| -4% | -$68.2K | 0.16% | 70 |
|
|
2024
Q4 | $1.47M | Sell |
23,533
-1,265
| -5% | -$78.8K | 0.14% | 76 |
|
|
2024
Q3 | $1.78M | Buy |
24,798
+136
| +0.6% | +$9.77K | 0.17% | 69 |
|
|
2024
Q2 | $1.57M | Sell |
24,662
-1,268
| -5% | -$80.7K | 0.16% | 70 |
|
|
2024
Q1 | $1.59M | Sell |
25,930
-954
| -4% | -$58.4K | 0.17% | 69 |
|
|
2023
Q4 | $1.58M | Sell |
26,884
-1,298
| -5% | -$76.5K | 0.18% | 67 |
|
|
2023
Q3 | $1.58M | Sell |
28,182
-341
| -1% | -$19.1K | 0.19% | 66 |
|
|
2023
Q2 | $1.72M | Sell |
28,523
-275
| -1% | -$16.6K | 0.19% | 66 |
|
|
2023
Q1 | $1.79M | Sell |
28,798
-646
| -2% | -$40.1K | 0.21% | 65 |
|
|
2022
Q4 | $1.87M | Sell |
29,444
-2,670
| -8% | -$170K | 0.23% | 65 |
|
|
2022
Q3 | $1.8M | Sell |
32,114
-2,319
| -7% | -$130K | 0.24% | 64 |
|
|
2022
Q2 | $2.17M | Sell |
34,433
-314
| -0.9% | -$19.8K | 0.28% | 59 |
|
|
2022
Q1 | $2.15M | Sell |
34,747
-779
| -2% | -$48.3K | 0.25% | 69 |
|
|
2021
Q4 | $2.1M | Sell |
35,526
-2,609
| -7% | -$154K | 0.23% | 74 |
|
|
2021
Q3 | $2M | Buy |
38,135
+807
| +2% | +$42.3K | 0.23% | 73 |
|
|
2021
Q2 | $2.02M | Buy |
37,328
+16,076
| +76% | +$870K | 0.24% | 68 |
|
|
2021
Q1 | $1.12M | Sell |
21,252
-533
| -2% | -$28.1K | 0.17% | 88 |
|
|
2020
Q4 | $1.19M | Sell |
21,785
-265
| -1% | -$14.5K | 0.18% | 81 |
|
|
2020
Q3 | $1.09M | Sell |
22,050
-227
| -1% | -$11.2K | 0.18% | 79 |
|
|
2020
Q2 | $995K | Sell |
22,277
-2,302
| -9% | -$103K | 0.18% | 84 |
|
|
2020
Q1 | $1.09M | Sell |
24,579
-1,654
| -6% | -$73.1K | 0.22% | 71 |
|
|
2019
Q4 | $1.45M | Buy |
26,233
+19
| +0.1% | +$1.05K | 0.26% | 60 |
|
|
2019
Q3 | $1.43M | Sell |
26,214
-484
| -2% | -$26.3K | 0.27% | 58 |
|
|
2019
Q2 | $1.36M | Buy |
26,698
+149
| +0.6% | +$7.59K | 0.27% | 59 |
|
|
2019
Q1 | $1.24M | Sell |
26,549
-146
| -0.5% | -$6.84K | 0.26% | 59 |
|
|
2018
Q4 | $1.26M | Buy |
+26,695
| New | +$1.26M | 0.28% | 59 |
|