Capital Advisors 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 | $510K | Buy |
7,210
+321
| +5% | +$22.7K | 0.08% | 111 |
|
|
2025
Q1 | $493K | Sell |
6,889
-342
| -5% | -$24.5K | 0.09% | 104 |
|
|
2024
Q4 | $450K | Sell |
7,231
-47
| -0.6% | -$2.93K | 0.08% | 104 |
|
|
2024
Q3 | $523K | Sell |
7,278
-125
| -2% | -$8.98K | 0.1% | 90 |
|
|
2024
Q2 | $471K | Sell |
7,403
-1,467
| -17% | -$93.4K | 0.09% | 90 |
|
|
2024
Q1 | $543K | Sell |
8,870
-615
| -6% | -$37.6K | 0.11% | 80 |
|
|
2023
Q4 | $559K | Sell |
9,485
-2,477
| -21% | -$146K | 0.13% | 77 |
|
|
2023
Q3 | $670K | Buy |
11,962
+169
| +1% | +$9.46K | 0.17% | 67 |
|
|
2023
Q2 | $710K | Buy |
11,793
+418
| +4% | +$25.2K | 0.18% | 65 |
|
|
2023
Q1 | $706K | Sell |
11,375
-45
| -0.4% | -$2.79K | 0.2% | 67 |
|
|
2022
Q4 | $726K | Buy |
11,420
+1,055
| +10% | +$67.1K | 0.22% | 59 |
|
|
2022
Q3 | $581K | Buy |
10,365
+2,334
| +29% | +$131K | 0.19% | 61 |
|
|
2022
Q2 | $505K | Buy |
8,031
+900
| +13% | +$56.6K | 0.16% | 69 |
|
|
2022
Q1 | $442K | Buy |
7,131
+2,383
| +50% | +$148K | 0.14% | 76 |
|
|
2021
Q4 | $281K | Buy |
4,748
+560
| +13% | +$33.1K | 0.09% | 95 |
|
|
2021
Q3 | $220K | Buy |
+4,188
| New | +$220K | 0.08% | 96 |
|