Corient Private 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 | $173M | Sell |
2,445,830
-36,947
| -1% | -$2.61M | 0.18% | 104 |
|
|
2025
Q1 | $178M | Sell |
2,482,777
-232,333
| -9% | -$16.6M | 0.29% | 70 |
|
|
2024
Q4 | $196M | Buy |
2,715,110
+5,291
| +0.2% | +$382K | 0.33% | 66 |
|
|
2024
Q3 | $195M | Buy |
2,709,819
+83,434
| +3% | +$6M | 0.3% | 68 |
|
|
2024
Q2 | $167M | Sell |
2,626,385
-279,370
| -10% | -$17.8M | 0.29% | 72 |
|
|
2024
Q1 | $178M | Sell |
2,905,755
-133,731
| -4% | -$8.18M | 0.32% | 65 |
|
|
2023
Q4 | $179M | Buy |
3,039,486
+77,935
| +3% | +$4.59M | 0.33% | 64 |
|
|
2023
Q3 | $166M | Sell |
2,961,551
-32,513
| -1% | -$1.82M | 0.38% | 55 |
|
|
2023
Q2 | $180M | Buy |
2,994,064
+494,738
| +20% | +$29.8M | 0.42% | 55 |
|
|
2023
Q1 | $155M | Buy |
2,499,326
+407,445
| +19% | +$25.3M | 0.42% | 56 |
|
|
2022
Q4 | $133M | Buy |
+2,091,881
| New | +$133M | 0.48% | 48 |
|