Elk River 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 | $705K | Hold |
9,900
| – | – | 0.12% | 59 |
|
|
2025
Q1 | $714K | Sell |
9,900
-80
| -0.8% | -$5.77K | 0.13% | 56 |
|
|
2024
Q4 | $621K | Hold |
9,980
| – | – | 0.11% | 58 |
|
|
2024
Q3 | $722K | Hold |
9,980
| – | – | 0.13% | 57 |
|
|
2024
Q2 | $640K | Hold |
9,980
| – | – | 0.13% | 57 |
|
|
2024
Q1 | $615K | Sell |
9,980
-858
| -8% | -$52.9K | 0.13% | 58 |
|
|
2023
Q4 | $639K | Buy |
10,838
+170
| +2% | +$10K | 0.12% | 66 |
|
|
2023
Q3 | $602K | Hold |
10,668
| – | – | 0.13% | 63 |
|
|
2023
Q2 | $647K | Hold |
10,668
| – | – | 0.14% | 62 |
|
|
2023
Q1 | $667K | Hold |
10,668
| – | – | 0.15% | 63 |
|
|
2022
Q4 | $679K | Hold |
10,668
| – | – | 0.16% | 67 |
|
|
2022
Q3 | $602K | Hold |
10,668
| – | – | 0.16% | 65 |
|
|
2022
Q2 | $676K | Hold |
10,668
| – | – | 0.17% | 64 |
|
|
2022
Q1 | $666K | Sell |
10,668
-1,300
| -11% | -$81.2K | 0.15% | 70 |
|
|
2021
Q4 | $709K | Buy |
11,968
+100
| +0.8% | +$5.92K | 0.16% | 69 |
|
|
2021
Q3 | $628K | Hold |
11,868
| – | – | 0.16% | 71 |
|
|
2021
Q2 | $647K | Sell |
11,868
-20
| -0.2% | -$1.09K | 0.17% | 71 |
|
|
2021
Q1 | $631K | Hold |
11,888
| – | – | 0.18% | 71 |
|
|
2020
Q4 | $652K | Buy |
+11,888
| New | +$652K | 0.22% | 73 |
|