Carolinas Wealth Consulting’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 | – | Sell |
-3,419
| Closed | -$245K | – | 519 |
|
|
2025
Q1 | $245K | Sell |
3,419
-129
| -4% | -$9.24K | 0.05% | 165 |
|
|
2024
Q4 | $221K | Buy |
3,548
+3
| +0.1% | +$187 | 0.04% | 175 |
|
|
2024
Q3 | $256K | Buy |
3,545
+329
| +10% | +$23.8K | 0.05% | 163 |
|
|
2024
Q2 | $206K | Sell |
3,216
-119
| -4% | -$7.63K | 0.04% | 176 |
|
|
2024
Q1 | $206K | Sell |
3,335
-32,617
| -91% | -$2.01M | 0.04% | 169 |
|
|
2023
Q4 | $247K | Sell |
35,952
-135
| -0.4% | -$928 | 0.05% | 139 |
|
|
2023
Q3 | $246K | Sell |
36,087
-4,438
| -11% | -$30.2K | 0.06% | 130 |
|
|
2023
Q2 | $531K | Sell |
40,525
-32
| -0.1% | -$419 | 0.11% | 97 |
|
|
2023
Q1 | $548K | Sell |
40,557
-948
| -2% | -$12.8K | 0.12% | 95 |
|
|
2022
Q4 | $617K | Buy |
41,505
+689
| +2% | +$10.3K | 0.14% | 83 |
|
|
2022
Q3 | $513K | Buy |
40,816
+158
| +0.4% | +$1.99K | 0.13% | 87 |
|
|
2022
Q2 | $561K | Buy |
40,658
+32,358
| +390% | +$446K | 0.14% | 79 |
|
|
2022
Q1 | $518K | Sell |
8,300
-15
| -0.2% | -$936 | 0.11% | 87 |
|
|
2021
Q4 | $492K | Buy |
8,315
+633
| +8% | +$37.5K | 0.11% | 92 |
|
|
2021
Q3 | $406K | Buy |
7,682
+41
| +0.5% | +$2.17K | 0.09% | 96 |
|
|
2021
Q2 | $417K | Sell |
7,641
-122
| -2% | -$6.66K | 0.09% | 99 |
|
|
2021
Q1 | $413K | Sell |
7,763
-10
| -0.1% | -$532 | 0.1% | 97 |
|
|
2020
Q4 | $426K | Buy |
7,773
+346
| +5% | +$19K | 0.11% | 93 |
|
|
2020
Q3 | $370K | Buy |
7,427
+1,018
| +16% | +$50.7K | 0.12% | 77 |
|
|
2020
Q2 | $289K | Sell |
6,409
-253
| -4% | -$11.4K | 0.11% | 83 |
|
|
2020
Q1 | $296K | Buy |
+6,662
| New | +$296K | 0.16% | 71 |
|