DWAM
Duncan Williams Asset Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
4,158
+65
| +2% | +$4.6K | 0.09% | 118 |
|
|
2025
Q1 | $293K | Sell |
4,093
-507
| -11% | -$36.3K | 0.11% | 111 |
|
|
2024
Q4 | $286K | Sell |
4,600
-130
| -3% | -$8.09K | 0.11% | 111 |
|
|
2024
Q3 | $340K | Buy |
+4,730
| New | +$340K | 0.19% | 89 |
|
|
2024
Q2 | – | Sell |
-3,370
| Closed | -$206K | – | 66 |
|
|
2024
Q1 | $206K | Buy |
+3,370
| New | +$206K | 0.19% | 67 |
|