Chesapeake 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 | $1.61M | Sell |
22,730
-288
| -1% | -$20.4K | 0.54% | 51 |
|
|
2025
Q1 | $1.65M | Sell |
23,018
-552
| -2% | -$39.5K | 0.59% | 51 |
|
|
2024
Q4 | $1.47M | Buy |
23,570
+141
| +0.6% | +$8.78K | 0.5% | 55 |
|
|
2024
Q3 | $1.68M | Buy |
23,429
+1,494
| +7% | +$107K | 0.57% | 52 |
|
|
2024
Q2 | $1.4M | Buy |
21,935
+269
| +1% | +$17.1K | 0.51% | 58 |
|
|
2024
Q1 | $1.33M | Sell |
21,666
-717
| -3% | -$43.9K | 0.48% | 60 |
|
|
2023
Q4 | $1.32M | Buy |
22,383
+899
| +4% | +$53K | 0.51% | 58 |
|
|
2023
Q3 | $1.2M | Buy |
21,484
+947
| +5% | +$53K | 0.5% | 62 |
|
|
2023
Q2 | $1.24M | Buy |
20,537
+1,422
| +7% | +$85.6K | 0.49% | 62 |
|
|
2023
Q1 | $1.19M | Buy |
19,115
+1,312
| +7% | +$81.4K | 0.49% | 60 |
|
|
2022
Q4 | $1.13M | Buy |
17,803
+9,460
| +113% | +$602K | 0.5% | 60 |
|
|
2022
Q3 | $467K | Sell |
8,343
-330
| -4% | -$18.5K | 0.21% | 102 |
|
|
2022
Q2 | $546K | Buy |
8,673
+25
| +0.3% | +$1.57K | 0.23% | 101 |
|
|
2022
Q1 | $536K | Sell |
8,648
-92
| -1% | -$5.7K | 0.19% | 113 |
|
|
2021
Q4 | $518K | Sell |
8,740
-52
| -0.6% | -$3.08K | 0.17% | 118 |
|
|
2021
Q3 | $461K | Sell |
8,792
-801
| -8% | -$42K | 0.16% | 128 |
|
|
2021
Q2 | $519K | Sell |
9,593
-1,356
| -12% | -$73.4K | 0.17% | 131 |
|
|
2021
Q1 | $577K | Sell |
10,949
-1,140
| -9% | -$60.1K | 0.19% | 115 |
|
|
2020
Q4 | $663K | Sell |
12,089
-1,249
| -9% | -$68.5K | 0.23% | 104 |
|
|
2020
Q3 | $659K | Sell |
13,338
-9,055
| -40% | -$447K | 0.25% | 98 |
|
|
2020
Q2 | $1M | Sell |
22,393
-5,870
| -21% | -$262K | 0.4% | 77 |
|
|
2020
Q1 | $1.25M | Buy |
28,263
+809
| +3% | +$35.8K | 0.58% | 43 |
|
|
2019
Q4 | $1.52M | Buy |
27,454
+1,845
| +7% | +$102K | 0.59% | 45 |
|
|
2019
Q3 | $1.39M | Buy |
25,609
+2,753
| +12% | +$150K | 0.57% | 46 |
|
|
2019
Q2 | $1.16M | Buy |
22,856
+4,017
| +21% | +$205K | 0.49% | 58 |
|
|
2019
Q1 | $883K | Buy |
+18,839
| New | +$883K | 0.39% | 73 |
|