Brown Miller 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 | $252K | Buy |
3,563
+1
| +0% | +$71 | 0.08% | 169 |
|
|
2025
Q1 | $255K | Sell |
3,562
-1,556
| -30% | -$111K | 0.09% | 156 |
|
|
2024
Q4 | $319K | Buy |
5,118
+2,071
| +68% | +$129K | 0.12% | 91 |
|
|
2024
Q3 | $219K | Buy |
+3,047
| New | +$219K | 0.09% | 122 |
|
|
2023
Q3 | – | Sell |
-3,489
| Closed | -$210K | – | 122 |
|
|
2023
Q2 | $210K | Buy |
3,489
+50
| +1% | +$3.01K | 0.11% | 116 |
|
|
2023
Q1 | $213K | Hold |
3,439
| – | – | 0.13% | 111 |
|
|
2022
Q4 | $219K | Buy |
+3,439
| New | +$219K | 0.14% | 112 |
|
|
2022
Q3 | – | Sell |
-3,439
| Closed | -$216K | – | 117 |
|
|
2022
Q2 | $216K | Hold |
3,439
| – | – | 0.15% | 107 |
|
|
2022
Q1 | $213K | Sell |
3,439
-402
| -10% | -$24.9K | 0.12% | 111 |
|
|
2021
Q4 | $227K | Hold |
3,841
| – | – | 0.13% | 111 |
|
|
2021
Q3 | $201K | Hold |
3,841
| – | – | 0.13% | 119 |
|
|
2021
Q2 | $207K | Hold |
3,841
| – | – | 0.13% | 113 |
|
|
2021
Q1 | $202K | Sell |
3,841
-247
| -6% | -$13K | 0.14% | 112 |
|
|
2020
Q4 | $224K | Buy |
+4,088
| New | +$224K | 0.17% | 101 |
|