Carson Wealth (CWM LLC)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39.8M | Buy |
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|
2025
Q2 | $40M | Buy |
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|
2025
Q1 | $39.2M | Buy |
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|
2024
Q4 | $31.3M | Buy |
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|
2024
Q3 | $31.2M | Buy |
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|
2024
Q2 | $25.3M | Buy |
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|
2024
Q1 | $22.6M | Buy |
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|
2023
Q4 | $19.3M | Buy |
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|
2023
Q3 | $15.3M | Buy |
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|
2023
Q2 | $13.7M | Buy |
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|
2023
Q1 | $10M | Buy |
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|
2022
Q4 | $7.94M | Buy |
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|
2022
Q3 | $5.7M | Buy |
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|
2022
Q2 | $6.14M | Buy |
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|
2022
Q1 | $5.24M | Buy |
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|
2021
Q4 | $4.37M | Buy |
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|
2021
Q2 | $3.07M | Hold |
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|
2021
Q1 | $3.07M | Hold |
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|
2020
Q4 | $3.07M | Hold |
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|
2020
Q3 | $3.07M | Hold |
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|
2020
Q2 | $3.07M | Hold |
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|
2020
Q1 | $3.07M | Hold |
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|
2019
Q4 | $3.07M | Hold |
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|
2019
Q3 | $3.07M | Hold |
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|
2019
Q2 | $3.07M | Hold |
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|
2019
Q1 | $3.07M | Sell |
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|
2018
Q4 | $22.8M | Sell |
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|
2018
Q3 | $22.4M | Buy |
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|
2018
Q2 | $21.2M | Buy |
|
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|
2018
Q1 | $297K | Sell |
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|
2017
Q4 | $333K | Sell |
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|
2017
Q3 | $338K | Buy |
|
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|
2017
Q2 | $291K | Buy |
|
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|
2017
Q1 | $270K | Sell |
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|
2016
Q4 | $324K | Buy |
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|
2016
Q3 | $271K | Buy |
|
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|
2016
Q2 | $227K | Sell |
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|
2016
Q1 | $12.2M | Buy |
|
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|
2015
Q4 | $10.3M | Buy |
|
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|
2015
Q3 | $8.55M | Buy |
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|
2015
Q2 | $7.12M | Buy |
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|
2015
Q1 | $5.57M | Buy |
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|
2014
Q4 | $3.87M | Buy |
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|
2014
Q3 | $1.09M | Buy |
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|
2014
Q2 | $369K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $103K | Sell |
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|
2013
Q3 | $127K | Buy |
|