Carolina Wealth Advisors’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 | $117K | Buy |
1,659
+1,208
| +268% | +$85.5K | 0.06% | 67 |
|
|
2025
Q1 | $32.3K | Buy |
451
+101
| +29% | +$7.23K | 0.02% | 101 |
|
|
2024
Q4 | $21.8K | Sell |
350
-96
| -22% | -$5.98K | 0.01% | 121 |
|
|
2024
Q3 | $32.1K | Hold |
446
| – | – | 0.02% | 133 |
|
|
2024
Q2 | $28.4K | Hold |
446
| – | – | 0.01% | 111 |
|
|
2024
Q1 | $27.3K | Hold |
446
| – | – | 0.01% | 121 |
|
|
2023
Q4 | $26.3K | Hold |
446
| – | – | 0.01% | 129 |
|
|
2023
Q3 | $25K | Hold |
446
| – | – | 0.01% | 139 |
|
|
2023
Q2 | $26.9K | Buy |
446
+140
| +46% | +$8.43K | 0.02% | 121 |
|
|
2023
Q1 | $19K | Hold |
306
| – | – | 0.01% | 133 |
|
|
2022
Q4 | $19K | Hold |
306
| – | – | 0.01% | 128 |
|
|
2022
Q3 | $17K | Hold |
306
| – | – | 0.01% | 129 |
|
|
2022
Q2 | $19K | Hold |
306
| – | – | 0.01% | 145 |
|
|
2022
Q1 | $19K | Hold |
306
| – | – | 0.01% | 156 |
|
|
2021
Q4 | $18K | Sell |
306
-7,369
| -96% | -$433K | 0.01% | 165 |
|
|
2021
Q3 | $403K | Sell |
7,675
-263
| -3% | -$13.8K | 0.27% | 39 |
|
|
2021
Q2 | $430K | Sell |
7,938
-190
| -2% | -$10.3K | 0.29% | 41 |
|
|
2021
Q1 | $428K | Sell |
8,128
-8,060
| -50% | -$424K | 0.31% | 40 |
|
|
2020
Q4 | $888K | Sell |
16,188
-203
| -1% | -$11.1K | 0.71% | 35 |
|
|
2020
Q3 | $809K | Buy |
16,391
+1,361
| +9% | +$67.2K | 0.71% | 36 |
|
|
2020
Q2 | $672K | Buy |
15,030
+1,383
| +10% | +$61.8K | 0.65% | 37 |
|
|
2020
Q1 | $604K | Buy |
13,647
+5,344
| +64% | +$237K | 0.7% | 37 |
|
|
2019
Q4 | $460K | Buy |
+8,303
| New | +$460K | 0.44% | 40 |
|