CarsonAllaria 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 | $288K | Buy |
4,073
+9
| +0.2% | +$637 | 0.15% | 47 |
|
|
2025
Q1 | $291K | Sell |
4,064
-1
| -0% | -$72 | 0.17% | 50 |
|
|
2024
Q4 | $253K | Sell |
4,065
-257
| -6% | -$16K | 0.14% | 57 |
|
|
2024
Q3 | $311K | Sell |
4,322
-200
| -4% | -$14.4K | 0.18% | 48 |
|
|
2024
Q2 | $288K | Sell |
4,522
-326
| -7% | -$20.8K | 0.18% | 47 |
|
|
2024
Q1 | $297K | Sell |
4,848
-280
| -5% | -$17.1K | 0.19% | 47 |
|
|
2023
Q4 | $302K | Sell |
5,128
-2,274
| -31% | -$134K | 0.22% | 49 |
|
|
2023
Q3 | $414K | Buy |
7,402
+2,011
| +37% | +$113K | 0.34% | 34 |
|
|
2023
Q2 | $325K | Buy |
5,391
+971
| +22% | +$58.5K | 0.26% | 46 |
|
|
2023
Q1 | $274K | Sell |
4,420
-45
| -1% | -$2.79K | 0.23% | 51 |
|
|
2022
Q4 | $284K | Buy |
4,465
+115
| +3% | +$7.32K | 0.25% | 51 |
|
|
2022
Q3 | $244K | Sell |
4,350
-69
| -2% | -$3.87K | 0.23% | 54 |
|
|
2022
Q2 | $278K | Buy |
4,419
+24
| +0.5% | +$1.51K | 0.26% | 50 |
|
|
2022
Q1 | $272K | Buy |
4,395
+8
| +0.2% | +$495 | 0.24% | 52 |
|
|
2021
Q4 | $260K | Buy |
+4,387
| New | +$260K | 0.23% | 52 |
|