Correct Capital 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 | $2.05M | Buy |
29,040
+793
| +3% | +$56.1K | 0.3% | 31 |
|
2025
Q1 | $2.02M | Buy |
28,247
+1,401
| +5% | +$100K | 0.33% | 28 |
|
2024
Q4 | $1.67M | Buy |
26,846
+2,085
| +8% | +$130K | 0.33% | 32 |
|
2024
Q3 | $1.78M | Buy |
24,761
+7,550
| +44% | +$543K | 0.39% | 29 |
|
2024
Q2 | $1.1M | Buy |
17,211
+2,385
| +16% | +$152K | 0.26% | 44 |
|
2024
Q1 | $907K | Buy |
14,826
+2,354
| +19% | +$144K | 0.21% | 61 |
|
2023
Q4 | $735K | Buy |
+12,472
| New | +$735K | 0.19% | 60 |
|