Cranbrook Wealth Management’s Coca-Cola KO Stock Holding History

Cranbrook Wealth Management’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$56.6K	Sell	800 -158	-16%	-$11.2K	0.01%	191
2025 Q1	$68.6K	Buy	958 +65	+7%	+$4.66K	0.02%	174
2024 Q4	$55.6K	Buy	893 +93	+12%	+$5.79K	0.01%	184
2024 Q3	$57.5K	Hold	800	–	–	0.01%	182
2024 Q2	$50.9K	Hold	800	–	–	0.01%	180
2024 Q1	$48.9K	Hold	800	–	–	0.01%	160
2023 Q4	$47.1K	Hold	800	–	–	0.01%	160
2023 Q3	$44.8K	Hold	800	–	–	0.01%	158
2023 Q2	$48.2K	Hold	800	–	–	0.01%	158
2023 Q1	$49.6K	Buy	+800	New	+$49.6K	0.01%	156
2021 Q4	–	Sell	-599	Closed	-$31K	–	393
2021 Q3	$31K	Hold	599	–	–	0.01%	218
2021 Q2	$32K	Hold	599	–	–	0.01%	212
2021 Q1	$32K	Hold	599	–	–	0.01%	217
2020 Q4	$33K	Hold	599	–	–	0.01%	180
2020 Q3	$30K	Hold	599	–	–	0.01%	165
2020 Q2	$27K	Hold	599	–	–	0.01%	166
2020 Q1	$26K	Hold	599	–	–	0.01%	153
2019 Q4	$33K	Hold	599	–	–	0.01%	156
2019 Q3	$33K	Hold	599	–	–	0.01%	154
2019 Q2	$30K	Hold	599	–	–	0.01%	156
2019 Q1	$28K	Hold	599	–	–	0.01%	156
2018 Q4	$28K	Hold	599	–	–	0.01%	146
2018 Q3	$28K	Hold	599	–	–	0.01%	147
2018 Q2	$26K	Hold	599	–	–	0.01%	147
2018 Q1	$26K	Hold	599	–	–	0.01%	144
2017 Q4	$27K	Sell	599 -547	-48%	-$24.7K	0.01%	144
2017 Q3	$52K	Hold	1,146	–	–	0.02%	114
2017 Q2	$51K	Hold	1,146	–	–	0.02%	112
2017 Q1	$49K	Hold	1,146	–	–	0.02%	109
2016 Q4	$48K	Hold	1,146	–	–	0.02%	108
2016 Q3	$48K	Sell	1,146 -166	-13%	-$6.95K	0.02%	103
2016 Q2	$59K	Hold	1,312	–	–	0.03%	90
2016 Q1	$61K	Hold	1,312	–	–	0.03%	95
2015 Q4	$56K	Hold	1,312	–	–	0.03%	97
2015 Q3	$53K	Hold	1,312	–	–	0.03%	99
2015 Q2	$51K	Sell	1,312 -556	-30%	-$21.6K	0.03%	106
2015 Q1	$76K	Hold	1,868	–	–	0.04%	91
2014 Q4	$79K	Hold	1,868	–	–	0.05%	92
2014 Q3	$80K	Hold	1,868	–	–	0.05%	72
2014 Q2	$79K	Hold	1,868	–	–	0.05%	75
2014 Q1	$72K	Sell	1,868 -100	-5%	-$3.85K	0.05%	75
2013 Q4	$81K	Buy	+1,968	New	+$81K	0.06%	89