Cordatus 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 | $1.33M | Buy |
18,758
+9
| +0% | +$637 | 0.33% | 78 |
|
|
2025
Q1 | $1.34M | Buy |
18,749
+1,416
| +8% | +$101K | 0.37% | 73 |
|
|
2024
Q4 | $1.08M | Buy |
17,333
+970
| +6% | +$60.4K | 0.28% | 79 |
|
|
2024
Q3 | $1.18M | Buy |
16,363
+244
| +2% | +$17.5K | 0.42% | 59 |
|
|
2024
Q2 | $1.03M | Buy |
+16,119
| New | +$1.03M | 0.38% | 63 |
|
|
2023
Q3 | – | Sell |
-10,755
| Closed | -$648K | – | 105 |
|
|
2023
Q2 | $648K | Buy |
+10,755
| New | +$648K | 0.24% | 74 |
|
|
2022
Q4 | – | Sell |
-3,568
| Closed | -$200K | – | 78 |
|
|
2022
Q3 | $200K | Sell |
3,568
-118
| -3% | -$6.61K | 0.21% | 59 |
|
|
2022
Q2 | $232K | Buy |
3,686
+226
| +7% | +$14.2K | 0.11% | 132 |
|
|
2022
Q1 | $215K | Buy |
+3,460
| New | +$215K | 0.08% | 148 |
|