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

Darwin 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	$2.3M	Buy	32,519 +14,291	+78%	+$1.01M	0.8%	36
2025 Q1	$1.13M	Hold	18,228	–	–	0.38%	67
2024 Q4	$1.13M	Sell	18,228 -3,485	-16%	-$217K	0.38%	67
2024 Q3	$1.56M	Buy	+21,713	New	+$1.56M	0.43%	64
2024 Q2	–	Sell	-23,859	Closed	-$1.46M	–	115
2024 Q1	$1.46M	Sell	23,859 -603	-2%	-$36.9K	0.41%	68
2023 Q4	$1.44M	Sell	24,462 -1,082	-4%	-$63.8K	0.39%	67
2023 Q3	$1.43M	Buy	25,544 +449	+2%	+$25.1K	0.38%	69
2023 Q2	$1.49M	Buy	25,095 +4,852	+24%	+$289K	0.38%	69
2023 Q1	$1.28M	Buy	20,243 +1,531	+8%	+$97.2K	0.35%	68
2022 Q4	$1.15M	Sell	18,712 -4,595	-20%	-$282K	0.3%	70
2022 Q3	$1.3M	Sell	23,307 -1,212	-5%	-$67.5K	0.32%	69
2022 Q2	$1.56M	Buy	24,519 +19,816	+421%	+$1.26M	0.32%	67
2022 Q1	$292K	Sell	4,703 -228	-5%	-$14.2K	0.05%	146
2021 Q4	$300K	Sell	4,931 -1,054	-18%	-$64.1K	0.05%	146
2021 Q3	$314K	Sell	5,985 -382	-6%	-$20K	0.05%	138
2021 Q2	$345K	Buy	6,367 +1,310	+26%	+$71K	0.06%	137
2021 Q1	$266K	Sell	5,057 -195	-4%	-$10.3K	0.05%	142
2020 Q4	$288K	Sell	5,252 -530	-9%	-$29.1K	0.05%	138
2020 Q3	$285K	Sell	5,782 -1,131	-16%	-$55.7K	0.06%	130
2020 Q2	$308K	Sell	6,913 -54,520	-89%	-$2.43M	0.08%	121
2020 Q1	$2.72M	Buy	61,433 +141	+0.2%	+$6.24K	0.86%	37
2019 Q4	$3.39M	Sell	61,292 -672	-1%	-$37.2K	0.9%	34
2019 Q3	$3.37M	Buy	61,964 +3,906	+7%	+$213K	1%	35
2019 Q2	$2.96M	Buy	58,058 +3,460	+6%	+$176K	0.92%	38
2019 Q1	$2.56M	Buy	54,598 +48,076	+737%	+$2.25M	0.84%	45
2018 Q4	$309K	Buy	6,522 +933	+17%	+$44.2K	0.22%	74
2018 Q3	$255K	Sell	5,589 -15,374	-73%	-$701K	0.14%	109
2018 Q2	$918K	Buy	20,963 +15,830	+308%	+$693K	0.6%	42
2018 Q1	$223K	Sell	5,133 -227	-4%	-$9.86K	0.16%	113
2017 Q4	$245K	Buy	+5,360	New	+$245K	0.1%	142
2016 Q3	–	Sell	-4,606	Closed	-$209K	–	89
2016 Q2	$209K	Buy	+4,606	New	+$209K	0.18%	83