CWM
Cornerstone Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.99M | Buy |
127,112
+5,833
| +5% | +$413K | 0.55% | 41 |
|
|
2025
Q1 | $8.69M | Buy |
121,279
+3,920
| +3% | +$281K | 0.59% | 37 |
|
|
2024
Q4 | $7.31M | Buy |
117,359
+4,288
| +4% | +$267K | 0.49% | 47 |
|
|
2024
Q3 | $8.13M | Buy |
113,071
+1,150
| +1% | +$82.6K | 0.57% | 40 |
|
|
2024
Q2 | $7.12M | Buy |
111,921
+4,929
| +5% | +$314K | 0.55% | 41 |
|
|
2024
Q1 | $6.55M | Buy |
106,992
+3,430
| +3% | +$210K | 0.53% | 43 |
|
|
2023
Q4 | $6.1M | Buy |
103,562
+324
| +0.3% | +$19.1K | 0.52% | 41 |
|
|
2023
Q3 | $5.78M | Buy |
103,238
+2,801
| +3% | +$157K | 0.55% | 43 |
|
|
2023
Q2 | $6.05M | Buy |
100,437
+1,753
| +2% | +$106K | 0.54% | 41 |
|
|
2023
Q1 | $6.12M | Buy |
+98,684
| New | +$6.12M | 0.6% | 38 |
|
|
2022
Q3 | $4.7M | Buy |
83,932
+5,049
| +6% | +$283K | 0.52% | 43 |
|
|
2022
Q2 | $4.96M | Buy |
78,883
+1,932
| +3% | +$122K | 0.55% | 41 |
|
|
2022
Q1 | $4.77M | Buy |
76,951
+2,404
| +3% | +$149K | 0.46% | 47 |
|
|
2021
Q4 | $4.43M | Buy |
74,547
+1,767
| +2% | +$105K | 0.42% | 51 |
|
|
2021
Q3 | $3.82M | Buy |
72,780
+3,566
| +5% | +$187K | 0.41% | 57 |
|
|
2021
Q2 | $3.75M | Buy |
69,214
+3,629
| +6% | +$196K | 0.39% | 57 |
|
|
2021
Q1 | $3.46M | Buy |
65,585
+3,258
| +5% | +$172K | 0.41% | 51 |
|
|
2020
Q4 | $3.42M | Buy |
62,327
+2,707
| +5% | +$148K | 0.43% | 46 |
|
|
2020
Q3 | $2.94M | Buy |
59,620
+5,483
| +10% | +$271K | 0.44% | 43 |
|
|
2020
Q2 | $2.42M | Buy |
54,137
+3,183
| +6% | +$142K | 0.39% | 51 |
|
|
2020
Q1 | $2.26M | Buy |
50,954
+4,132
| +9% | +$183K | 0.43% | 44 |
|
|
2019
Q4 | $2.59M | Buy |
46,822
+1,889
| +4% | +$105K | 0.42% | 48 |
|
|
2019
Q3 | $2.45M | Buy |
44,933
+122
| +0.3% | +$6.64K | 0.43% | 49 |
|
|
2019
Q2 | $2.28M | Buy |
44,811
+2,932
| +7% | +$149K | 0.41% | 50 |
|
|
2019
Q1 | $6.64M | Buy |
41,879
+3,926
| +10% | +$623K | 0.81% | 25 |
|
|
2018
Q4 | $1.8M | Sell |
37,953
-1,234,076
| -97% | -$58.6M | 0.38% | 52 |
|
|
2018
Q3 | $28M | Sell |
1,272,029
-176,045
| -12% | -$3.88M | 0.35% | 60 |
|
|
2018
Q2 | $33.1M | Buy |
1,448,074
+1,416,165
| +4,438% | +$32.4M | 0.37% | 59 |
|
|
2018
Q1 | $1.36M | Buy |
31,909
+1,319
| +4% | +$56.3K | 0.26% | 76 |
|
|
2017
Q4 | $1.41M | Buy |
30,590
+2,577
| +9% | +$119K | 0.27% | 78 |
|
|
2017
Q3 | $1.28M | Buy |
28,013
+5,172
| +23% | +$237K | 0.27% | 84 |
|
|
2017
Q2 | $1M | Buy |
22,841
+7,115
| +45% | +$312K | 0.22% | 96 |
|
|
2017
Q1 | $667K | Buy |
15,726
+2,681
| +21% | +$114K | 0.17% | 126 |
|
|
2016
Q4 | $545K | Buy |
13,045
+35
| +0.3% | +$1.46K | 0.17% | 118 |
|
|
2016
Q3 | $545K | Buy |
+13,010
| New | +$545K | 0.2% | 107 |
|