DWM
Destination Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Buy |
100,372
+1,155
| +1% | +$81.7K | 0.21% | 83 |
|
|
2025
Q1 | $7.11M | Sell |
99,217
-2,239
| -2% | -$160K | 0.22% | 84 |
|
|
2024
Q4 | $6.32M | Buy |
101,456
+867
| +0.9% | +$54K | 0.2% | 87 |
|
|
2024
Q3 | $7.23M | Sell |
100,589
-2,383
| -2% | -$171K | 0.22% | 83 |
|
|
2024
Q2 | $6.55M | Buy |
102,972
+375
| +0.4% | +$23.9K | 0.22% | 83 |
|
|
2024
Q1 | $6.28M | Buy |
102,597
+1,283
| +1% | +$78.5K | 0.21% | 83 |
|
|
2023
Q4 | $5.97M | Sell |
101,314
-1,187
| -1% | -$70K | 0.21% | 85 |
|
|
2023
Q3 | $5.74M | Sell |
102,501
-1,773
| -2% | -$99.3K | 0.22% | 83 |
|
|
2023
Q2 | $6.28M | Sell |
104,274
-464
| -0.4% | -$27.9K | 0.23% | 83 |
|
|
2023
Q1 | $6.5M | Buy |
104,738
+1,420
| +1% | +$88.1K | 0.25% | 83 |
|
|
2022
Q4 | $6.57M | Sell |
103,318
-1,517
| -1% | -$96.5K | 0.26% | 85 |
|
|
2022
Q3 | $5.87M | Buy |
104,835
+2,318
| +2% | +$130K | 0.25% | 82 |
|
|
2022
Q2 | $6.45M | Sell |
102,517
-773
| -0.7% | -$48.6K | 0.26% | 83 |
|
|
2022
Q1 | $6.4M | Buy |
103,290
+835
| +0.8% | +$51.8K | 0.24% | 80 |
|
|
2021
Q4 | $6.07M | Buy |
102,455
+1,427
| +1% | +$84.5K | 0.21% | 81 |
|
|
2021
Q3 | $5.3M | Sell |
101,028
-6,688
| -6% | -$351K | 0.21% | 83 |
|
|
2021
Q2 | $5.83M | Buy |
107,716
+266
| +0.2% | +$14.4K | 0.22% | 82 |
|
|
2021
Q1 | $5.66M | Buy |
107,450
+2,196
| +2% | +$116K | 0.23% | 79 |
|
|
2020
Q4 | $5.77M | Buy |
105,254
+1,317
| +1% | +$72.2K | 0.25% | 73 |
|
|
2020
Q3 | $5.13M | Buy |
103,937
+3,515
| +4% | +$174K | 0.26% | 69 |
|
|
2020
Q2 | $4.49M | Buy |
100,422
+2,976
| +3% | +$133K | 0.24% | 71 |
|
|
2020
Q1 | $4.31M | Sell |
97,446
-3,835
| -4% | -$170K | 0.26% | 67 |
|
|
2019
Q4 | $5.61M | Buy |
101,281
+7,097
| +8% | +$393K | 0.29% | 62 |
|
|
2019
Q3 | $5.13M | Sell |
94,184
-1,042
| -1% | -$56.7K | 0.28% | 65 |
|
|
2019
Q2 | $4.85M | Buy |
95,226
+733
| +0.8% | +$37.3K | 0.27% | 65 |
|
|
2019
Q1 | $4.43M | Sell |
94,493
-7,661
| -7% | -$359K | 0.25% | 66 |
|
|
2018
Q4 | $4.84M | Sell |
102,154
-2,585
| -2% | -$122K | 0.29% | 62 |
|
|
2018
Q3 | $4.84M | Buy |
104,739
+1,826
| +2% | +$84.3K | 0.27% | 66 |
|
|
2018
Q2 | $4.51M | Sell |
102,913
-1,088
| -1% | -$47.7K | 0.27% | 66 |
|
|
2018
Q1 | $4.52M | Buy |
104,001
+2,276
| +2% | +$98.9K | 0.27% | 64 |
|
|
2017
Q4 | $4.67M | Buy |
101,725
+552
| +0.5% | +$25.3K | 0.28% | 66 |
|
|
2017
Q3 | $4.55M | Buy |
101,173
+7,834
| +8% | +$353K | 0.29% | 67 |
|
|
2017
Q2 | $4.19M | Buy |
93,339
+3,802
| +4% | +$171K | 0.28% | 71 |
|
|
2017
Q1 | $3.8M | Buy |
89,537
+13,997
| +19% | +$594K | 0.26% | 67 |
|
|
2016
Q4 | $3.13M | Buy |
75,540
+11,668
| +18% | +$484K | 0.23% | 67 |
|
|
2016
Q3 | $2.7M | Buy |
63,872
+19,357
| +43% | +$819K | 0.21% | 67 |
|
|
2016
Q2 | $2.02M | Buy |
44,515
+24,623
| +124% | +$1.12M | 0.17% | 66 |
|
|
2016
Q1 | $855K | Hold |
19,892
| – | – | 0.08% | 88 |
|
|
2015
Q4 | $855K | Buy |
19,892
+3,528
| +22% | +$152K | 0.08% | 88 |
|
|
2015
Q3 | $657K | Sell |
16,364
-50,824
| -76% | -$2.04M | 0.07% | 79 |
|
|
2015
Q2 | $2.64M | Buy |
67,188
+58,728
| +694% | +$2.3M | 0.17% | 87 |
|
|
2015
Q1 | $343K | Buy |
8,460
+2,172
| +35% | +$88.1K | 0.04% | 94 |
|
|
2014
Q4 | $265K | Buy |
6,288
+494
| +9% | +$20.8K | 0.03% | 103 |
|
|
2014
Q3 | $247K | Buy |
5,794
+350
| +6% | +$14.9K | 0.03% | 119 |
|
|
2014
Q2 | $231K | Buy |
+5,444
| New | +$231K | 0.02% | 125 |
|