CWM
Congress Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82M | Buy |
1,159,362
+9,756
| +0.8% | +$690K | 0.79% | 16 |
|
|
2025
Q1 | $82.3M | Sell |
1,149,606
-137,998
| -11% | -$9.88M | 0.99% | 10 |
|
|
2024
Q4 | $80.2M | Buy |
1,287,604
+160,757
| +14% | +$10M | 1.1% | 10 |
|
|
2024
Q3 | $81M | Buy |
1,126,847
+70,834
| +7% | +$5.09M | 1.08% | 13 |
|
|
2024
Q2 | $67.2M | Buy |
1,056,013
+14,680
| +1% | +$934K | 1.07% | 15 |
|
|
2024
Q1 | $63.7M | Sell |
1,041,333
-172,485
| -14% | -$10.6M | 1.1% | 17 |
|
|
2023
Q4 | $71.5M | Buy |
1,213,818
+177,232
| +17% | +$10.4M | 1.31% | 13 |
|
|
2023
Q3 | $58M | Sell |
1,036,586
-310
| -0% | -$17.4K | 1.2% | 15 |
|
|
2023
Q2 | $62.4M | Buy |
1,036,896
+102
| +0% | +$6.14K | 1.45% | 12 |
|
|
2023
Q1 | $64.3M | Sell |
1,036,794
-808
| -0.1% | -$50.1K | 1.55% | 12 |
|
|
2022
Q4 | $66M | Sell |
1,037,602
-1,246
| -0.1% | -$79.3K | 1.7% | 8 |
|
|
2022
Q3 | $58.2M | Buy |
1,038,848
+326
| +0% | +$18.3K | 1.57% | 9 |
|
|
2022
Q2 | $65.3M | Sell |
1,038,522
-862
| -0.1% | -$54.2K | 1.67% | 10 |
|
|
2022
Q1 | $64.4M | Sell |
1,039,384
-112,055
| -10% | -$6.95M | 1.41% | 14 |
|
|
2021
Q4 | $68.2M | Buy |
+1,151,439
| New | +$68.2M | 1.36% | 9 |
|