Dakota 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 | $8.58M | Buy |
121,323
+25,444
| +27% | +$1.8M | 0.18% | 109 |
|
|
2025
Q1 | $6.87M | Buy |
95,879
+2,185
| +2% | +$156K | 0.16% | 119 |
|
|
2024
Q4 | $5.83M | Sell |
93,694
-7,304
| -7% | -$455K | 0.13% | 137 |
|
|
2024
Q3 | $7.26M | Buy |
100,998
+1,127
| +1% | +$81K | 0.16% | 121 |
|
|
2024
Q2 | $6.36M | Sell |
99,871
-844
| -0.8% | -$53.7K | 0.15% | 120 |
|
|
2024
Q1 | $6.16M | Buy |
100,715
+39,532
| +65% | +$2.42M | 0.15% | 134 |
|
|
2023
Q4 | $3.61M | Sell |
61,183
-2,737
| -4% | -$161K | 0.14% | 151 |
|
|
2023
Q3 | $3.58M | Buy |
63,920
+16,679
| +35% | +$934K | 0.16% | 143 |
|
|
2023
Q2 | $2.84M | Buy |
47,241
+30,423
| +181% | +$1.83M | 0.13% | 142 |
|
|
2023
Q1 | $1.04M | Sell |
16,818
-417
| -2% | -$25.9K | 0.07% | 228 |
|
|
2022
Q4 | $1.1M | Sell |
17,235
-1,013
| -6% | -$64.4K | 0.08% | 209 |
|
|
2022
Q3 | $1.02M | Buy |
18,248
+1,399
| +8% | +$78.4K | 0.08% | 210 |
|
|
2022
Q2 | $1.06M | Buy |
16,849
+2,384
| +16% | +$150K | 0.1% | 182 |
|
|
2022
Q1 | $896K | Buy |
14,465
+2,829
| +24% | +$175K | 0.07% | 204 |
|
|
2021
Q4 | $689K | Buy |
11,636
+673
| +6% | +$39.9K | 0.07% | 212 |
|
|
2021
Q3 | $575K | Buy |
10,963
+1,265
| +13% | +$66.3K | 0.07% | 207 |
|
|
2021
Q2 | $525K | Buy |
9,698
+29
| +0.3% | +$1.57K | 0.06% | 213 |
|
|
2021
Q1 | $509K | Sell |
9,669
-704
| -7% | -$37.1K | 0.07% | 206 |
|
|
2020
Q4 | $568K | Buy |
10,373
+2,227
| +27% | +$122K | 0.07% | 197 |
|
|
2020
Q3 | $402K | Buy |
8,146
+1,491
| +22% | +$73.6K | 0.06% | 193 |
|
|
2020
Q2 | $297K | Sell |
6,655
-2,033
| -23% | -$90.7K | 0.05% | 217 |
|
|
2020
Q1 | $384K | Sell |
8,688
-625
| -7% | -$27.6K | 0.08% | 166 |
|
|
2019
Q4 | $515K | Buy |
9,313
+63
| +0.7% | +$3.48K | 0.08% | 188 |
|
|
2019
Q3 | $504K | Buy |
+9,250
| New | +$504K | 0.09% | 182 |
|
|
2019
Q2 | – | Sell |
-9,698
| Closed | -$455K | – | 300 |
|
|
2019
Q1 | $455K | Sell |
9,698
-810
| -8% | -$38K | 0.09% | 187 |
|
|
2018
Q4 | $492K | Buy |
10,508
+1,279
| +14% | +$59.9K | 0.11% | 158 |
|
|
2018
Q3 | $426K | Sell |
9,229
-3,275
| -26% | -$151K | 0.1% | 168 |
|
|
2018
Q2 | $548K | Buy |
+12,504
| New | +$548K | 0.15% | 115 |
|