CWP
CFM Wealth Partners’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Buy |
68,993
+841
| +1% | +$59.5K | 0.78% | 37 |
|
|
2025
Q1 | $4.88M | Buy |
68,152
+2,025
| +3% | +$145K | 0.86% | 34 |
|
|
2024
Q4 | $4.12M | Buy |
66,127
+4,096
| +7% | +$255K | 0.69% | 40 |
|
|
2024
Q3 | $4.46M | Buy |
62,031
+3,640
| +6% | +$262K | 0.78% | 33 |
|
|
2024
Q2 | $3.72M | Buy |
58,391
+2,728
| +5% | +$174K | 0.68% | 34 |
|
|
2024
Q1 | $3.41M | Buy |
55,663
+8,334
| +18% | +$510K | 0.68% | 39 |
|
|
2023
Q4 | $2.79M | Buy |
47,329
+803
| +2% | +$47.3K | 0.63% | 43 |
|
|
2023
Q3 | $2.6M | Buy |
46,526
+4,659
| +11% | +$261K | 0.68% | 42 |
|
|
2023
Q2 | $2.52M | Buy |
41,867
+35
| +0.1% | +$2.11K | 0.61% | 47 |
|
|
2023
Q1 | $2.59M | Buy |
41,832
+1,242
| +3% | +$77K | 0.7% | 43 |
|
|
2022
Q4 | $2.58M | Buy |
40,590
+2,853
| +8% | +$181K | 0.77% | 40 |
|
|
2022
Q3 | $2.11M | Buy |
37,737
+9,253
| +32% | +$518K | 0.68% | 43 |
|
|
2022
Q2 | $1.79M | Buy |
28,484
+1,649
| +6% | +$104K | 0.54% | 48 |
|
|
2022
Q1 | $1.66M | Buy |
26,835
+1,036
| +4% | +$64.2K | 0.4% | 65 |
|
|
2021
Q4 | $1.53M | Buy |
25,799
+3,388
| +15% | +$201K | 0.34% | 66 |
|
|
2021
Q3 | $1.18M | Buy |
22,411
+168
| +0.8% | +$8.81K | 0.3% | 69 |
|
|
2021
Q2 | $1.2M | Hold |
22,243
| – | – | 0.32% | 64 |
|
|
2021
Q1 | $1.17M | Sell |
22,243
-9,848
| -31% | -$519K | 0.35% | 65 |
|
|
2020
Q4 | $1.76M | Buy |
32,091
+8,214
| +34% | +$450K | 0.56% | 46 |
|
|
2020
Q3 | $1.18M | Buy |
23,877
+5,054
| +27% | +$249K | 0.43% | 49 |
|
|
2020
Q2 | $841K | Buy |
18,823
+2,681
| +17% | +$120K | 0.32% | 64 |
|
|
2020
Q1 | $714K | Buy |
16,142
+2,014
| +14% | +$89.1K | 0.33% | 61 |
|
|
2019
Q4 | $803K | Buy |
+14,128
| New | +$803K | 0.3% | 69 |
|