Buckley 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 | $250K | Hold |
3,540
| – | – | 0.08% | 98 |
|
|
2025
Q1 | $254K | Buy |
3,540
+100
| +3% | +$7.16K | 0.08% | 92 |
|
|
2024
Q4 | $214K | Hold |
3,440
| – | – | 0.07% | 98 |
|
|
2024
Q3 | $247K | Sell |
3,440
-1,107
| -24% | -$79.5K | 0.08% | 95 |
|
|
2024
Q2 | $289K | Buy |
4,547
+107
| +2% | +$6.81K | 0.09% | 92 |
|
|
2024
Q1 | $272K | Hold |
4,440
| – | – | 0.09% | 97 |
|
|
2023
Q4 | $262K | Hold |
4,440
| – | – | 0.09% | 93 |
|
|
2023
Q3 | $249K | Hold |
4,440
| – | – | 0.09% | 94 |
|
|
2023
Q2 | $267K | Hold |
4,440
| – | – | 0.09% | 105 |
|
|
2023
Q1 | $275K | Hold |
4,440
| – | – | 0.1% | 93 |
|
|
2022
Q4 | $282K | Sell |
4,440
-1,766
| -28% | -$112K | 0.1% | 96 |
|
|
2022
Q3 | $348K | Hold |
6,206
| – | – | 0.13% | 95 |
|
|
2022
Q2 | $390K | Sell |
6,206
-37
| -0.6% | -$2.33K | 0.13% | 102 |
|
|
2022
Q1 | $387K | Sell |
6,243
-2,940
| -32% | -$182K | 0.1% | 105 |
|
|
2021
Q4 | $544K | Sell |
9,183
-399
| -4% | -$23.6K | 0.16% | 95 |
|
|
2021
Q3 | $503K | Buy |
9,582
+25
| +0.3% | +$1.31K | 0.16% | 91 |
|
|
2021
Q2 | $517K | Sell |
9,557
-79
| -0.8% | -$4.27K | 0.18% | 88 |
|
|
2021
Q1 | $508K | Buy |
9,636
+3,548
| +58% | +$187K | 0.19% | 80 |
|
|
2020
Q4 | $334K | Sell |
6,088
-1,500
| -20% | -$82.3K | 0.14% | 98 |
|
|
2020
Q3 | $375K | Sell |
7,588
-50
| -0.7% | -$2.47K | 0.17% | 88 |
|
|
2020
Q2 | $341K | Hold |
7,638
| – | – | 0.15% | 97 |
|
|
2020
Q1 | $338K | Sell |
7,638
-1,150
| -13% | -$50.9K | 0.18% | 90 |
|
|
2019
Q4 | $486K | Hold |
8,788
| – | – | 0.22% | 80 |
|
|
2019
Q3 | $478K | Sell |
8,788
-2,000
| -19% | -$109K | 0.23% | 83 |
|
|
2019
Q2 | $549K | Hold |
10,788
| – | – | 0.26% | 79 |
|
|
2019
Q1 | $506K | Hold |
10,788
| – | – | 0.24% | 85 |
|
|
2018
Q4 | $511K | Hold |
10,788
| – | – | 0.26% | 82 |
|
|
2018
Q3 | $498K | Buy |
10,788
+1,000
| +10% | +$46.2K | 0.22% | 95 |
|
|
2018
Q2 | $429K | Sell |
9,788
-172
| -2% | -$7.54K | 0.2% | 102 |
|
|
2018
Q1 | $433K | Buy |
9,960
+2,500
| +34% | +$109K | 0.21% | 102 |
|
|
2017
Q4 | $342K | Buy |
+7,460
| New | +$342K | 0.17% | 120 |
|