Channel Wealth’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 | $416K | Sell |
5,878
-3,561
| -38% | -$252K | 0.12% | 107 |
|
|
2025
Q1 | $676K | Sell |
9,439
-29,549
| -76% | -$2.12M | 0.21% | 81 |
|
|
2024
Q4 | $2.43M | Sell |
38,988
-7,081
| -15% | -$441K | 0.79% | 40 |
|
|
2024
Q3 | $3.31M | Sell |
46,069
-3,684
| -7% | -$265K | 1.09% | 30 |
|
|
2024
Q2 | $3.17M | Sell |
49,753
-7,189
| -13% | -$458K | 1.15% | 26 |
|
|
2024
Q1 | $3.48M | Buy |
56,942
+6,779
| +14% | +$415K | 1.4% | 23 |
|
|
2023
Q4 | $2.96M | Buy |
50,163
+20,265
| +68% | +$1.19M | 1.4% | 21 |
|
|
2023
Q3 | $1.67M | Buy |
29,898
+5,007
| +20% | +$280K | 0.94% | 31 |
|
|
2023
Q2 | $1.5M | Buy |
24,891
+3,597
| +17% | +$217K | 0.86% | 30 |
|
|
2023
Q1 | $1.32M | Buy |
+21,294
| New | +$1.32M | 0.85% | 32 |
|