Cassaday & Co 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 | $796K | Buy |
11,247
+115
| +1% | +$8.14K | 0.02% | 155 |
|
|
2025
Q1 | $797K | Sell |
11,132
-1,147
| -9% | -$82.1K | 0.02% | 141 |
|
|
2024
Q4 | $764K | Buy |
12,279
+632
| +5% | +$39.3K | 0.02% | 146 |
|
|
2024
Q3 | $837K | Buy |
11,647
+817
| +8% | +$58.7K | 0.02% | 128 |
|
|
2024
Q2 | $689K | Buy |
10,830
+241
| +2% | +$15.3K | 0.02% | 146 |
|
|
2024
Q1 | $648K | Buy |
10,589
+105
| +1% | +$6.42K | 0.02% | 150 |
|
|
2023
Q4 | $618K | Sell |
10,484
-5
| -0% | -$295 | 0.02% | 146 |
|
|
2023
Q3 | $587K | Buy |
10,489
+1,433
| +16% | +$80.2K | 0.02% | 135 |
|
|
2023
Q2 | $545K | Sell |
9,056
-1,105
| -11% | -$66.5K | 0.02% | 145 |
|
|
2023
Q1 | $630K | Sell |
10,161
-161
| -2% | -$9.99K | 0.03% | 135 |
|
|
2022
Q4 | $657K | Buy |
+10,322
| New | +$657K | 0.03% | 129 |
|