Compton Wealth Advisory Group’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 | $541K | Buy |
7,649
+254
| +3% | +$18K | 0.14% | 66 |
|
|
2025
Q1 | $530K | Hold |
7,395
| – | – | 0.15% | 63 |
|
|
2024
Q4 | $460K | Sell |
7,395
-206
| -3% | -$12.8K | 0.12% | 79 |
|
|
2024
Q3 | $546K | Buy |
7,601
+4
| +0.1% | +$287 | 0.14% | 77 |
|
|
2024
Q2 | $484K | Buy |
7,597
+154
| +2% | +$9.8K | 0.13% | 76 |
|
|
2024
Q1 | $455K | Hold |
7,443
| – | – | 0.12% | 77 |
|
|
2023
Q4 | $439K | Sell |
7,443
-1,000
| -12% | -$58.9K | 0.14% | 67 |
|
|
2023
Q3 | $473K | Hold |
8,443
| – | – | 0.16% | 67 |
|
|
2023
Q2 | $508K | Sell |
8,443
-801
| -9% | -$48.2K | 0.17% | 65 |
|
|
2023
Q1 | $573K | Sell |
9,244
-9,574
| -51% | -$594K | 0.2% | 61 |
|
|
2022
Q4 | $1.2M | Buy |
18,818
+781
| +4% | +$49.7K | 0.47% | 45 |
|
|
2022
Q3 | $1.01M | Buy |
18,037
+551
| +3% | +$30.9K | 0.43% | 50 |
|
|
2022
Q2 | $1.1M | Buy |
17,486
+8,135
| +87% | +$512K | 0.47% | 46 |
|
|
2022
Q1 | $580K | Buy |
9,351
+3,072
| +49% | +$191K | 0.22% | 74 |
|
|
2021
Q4 | $372K | Buy |
6,279
+592
| +10% | +$35.1K | 0.16% | 66 |
|
|
2021
Q3 | $298K | Buy |
5,687
+4
| +0.1% | +$210 | 0.14% | 68 |
|
|
2021
Q2 | $308K | Buy |
5,683
+4
| +0.1% | +$217 | 0.14% | 67 |
|
|
2021
Q1 | $299K | Buy |
5,679
+500
| +10% | +$26.3K | 0.17% | 67 |
|
|
2020
Q4 | $284K | Sell |
5,179
-392
| -7% | -$21.5K | 0.18% | 65 |
|
|
2020
Q3 | $275K | Buy |
5,571
+406
| +8% | +$20K | 0.21% | 59 |
|
|
2020
Q2 | $231K | Buy |
5,165
+565
| +12% | +$25.3K | 0.25% | 60 |
|
|
2020
Q1 | $204K | Hold |
4,600
| – | – | 0.26% | 51 |
|
|
2019
Q4 | $255K | Sell |
4,600
-264
| -5% | -$14.6K | 0.23% | 52 |
|
|
2019
Q3 | $265K | Sell |
4,864
-6
| -0.1% | -$327 | 0.15% | 58 |
|
|
2019
Q2 | $248K | Buy |
4,870
+124
| +3% | +$6.32K | 0.13% | 61 |
|
|
2019
Q1 | $222K | Buy |
4,746
+3
| +0.1% | +$140 | 0.12% | 65 |
|
|
2018
Q4 | $225K | Buy |
+4,743
| New | +$225K | 0.12% | 67 |
|