Buck Wealth Strategies’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 | $10.9M | Buy |
154,429
+13,224
| +9% | +$936K | 1.66% | 21 |
|
|
2025
Q1 | $10.1M | Sell |
141,205
-1,909
| -1% | -$137K | 1.84% | 19 |
|
|
2024
Q4 | $8.91M | Buy |
143,114
+39,409
| +38% | +$2.45M | 1.85% | 26 |
|
|
2024
Q3 | $7.45M | Sell |
103,705
-16,600
| -14% | -$1.19M | 2.35% | 16 |
|
|
2024
Q2 | $7.66M | Sell |
120,305
-19,750
| -14% | -$1.26M | 2.26% | 15 |
|
|
2024
Q1 | $8.57M | Buy |
140,055
+11,659
| +9% | +$713K | 2.94% | 8 |
|
|
2023
Q4 | $7.57M | Buy |
128,396
+29,097
| +29% | +$1.71M | 2.8% | 12 |
|
|
2023
Q3 | $5.56M | Buy |
99,299
+9,998
| +11% | +$560K | 2.24% | 21 |
|
|
2023
Q2 | $5.38M | Buy |
89,301
+6,186
| +7% | +$373K | 2.33% | 19 |
|
|
2023
Q1 | $5.16M | Buy |
+83,115
| New | +$5.16M | 2.51% | 16 |
|
|
2022
Q3 | $5.1M | Buy |
+91,088
| New | +$5.1M | 2.38% | 21 |
|