CWM
Cahaba Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Sell |
12,610
-3,317
| -21% | -$235K | 0.07% | 59 |
|
|
2025
Q1 | $1.14M | Buy |
15,927
+226
| +1% | +$16.2K | 0.09% | 48 |
|
|
2024
Q4 | $978K | Sell |
15,701
-234
| -1% | -$14.6K | 0.08% | 53 |
|
|
2024
Q3 | $1.15M | Sell |
15,935
-224
| -1% | -$16.1K | 0.09% | 47 |
|
|
2024
Q2 | $1.03M | Sell |
16,159
-125
| -0.8% | -$7.96K | 0.09% | 50 |
|
|
2024
Q1 | $996K | Sell |
16,284
-1,042
| -6% | -$63.8K | 0.09% | 51 |
|
|
2023
Q4 | $1.02M | Buy |
17,326
+45
| +0.3% | +$2.65K | 0.1% | 46 |
|
|
2023
Q3 | $967K | Sell |
17,281
-425
| -2% | -$23.8K | 0.11% | 48 |
|
|
2023
Q2 | $1.07M | Sell |
17,706
-411
| -2% | -$24.8K | 0.12% | 45 |
|
|
2023
Q1 | $1.12M | Sell |
18,117
-698
| -4% | -$43.3K | 0.13% | 42 |
|
|
2022
Q4 | $1.2M | Sell |
18,815
-5,227
| -22% | -$332K | 0.15% | 38 |
|
|
2022
Q3 | $1.35M | Buy |
24,042
+5,447
| +29% | +$305K | 0.19% | 36 |
|
|
2022
Q2 | $1.17M | Sell |
18,595
-20
| -0.1% | -$1.26K | 0.17% | 37 |
|
|
2022
Q1 | $1.2M | Buy |
18,615
+133
| +0.7% | +$8.59K | 0.17% | 43 |
|
|
2021
Q4 | $1.09M | Buy |
18,482
+567
| +3% | +$33.6K | 0.15% | 44 |
|
|
2021
Q3 | $940K | Buy |
17,915
+10,346
| +137% | +$543K | 0.14% | 47 |
|
|
2021
Q2 | $431K | Buy |
7,569
+1,139
| +18% | +$64.9K | 0.07% | 57 |
|
|
2021
Q1 | $338K | Sell |
6,430
-2,610
| -29% | -$137K | 0.05% | 66 |
|
|
2020
Q4 | $438K | Buy |
+9,040
| New | +$438K | 0.07% | 63 |
|
|
2020
Q1 | – | Sell |
-3,659
| Closed | -$202K | – | 80 |
|
|
2019
Q4 | $202K | Buy |
+3,659
| New | +$202K | 0.04% | 76 |
|