EWM
Empirical Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
53,683
+3,630
| +7% | +$257K | 0.09% | 151 |
|
|
2025
Q1 | $3.58M | Buy |
50,053
+10,967
| +28% | +$785K | 0.09% | 154 |
|
|
2024
Q4 | $2.43M | Buy |
39,086
+2,394
| +7% | +$149K | 0.07% | 171 |
|
|
2024
Q3 | $2.64M | Buy |
36,692
+2,362
| +7% | +$170K | 0.07% | 164 |
|
|
2024
Q2 | $2.19M | Buy |
34,330
+5,792
| +20% | +$369K | 0.06% | 171 |
|
|
2024
Q1 | $1.75M | Buy |
28,538
+3,413
| +14% | +$209K | 0.05% | 194 |
|
|
2023
Q4 | $1.48M | Buy |
25,125
+360
| +1% | +$21.2K | 0.05% | 199 |
|
|
2023
Q3 | $1.39M | Buy |
24,765
+1,445
| +6% | +$80.9K | 0.05% | 193 |
|
|
2023
Q2 | $1.4M | Buy |
23,320
+2,676
| +13% | +$161K | 0.06% | 193 |
|
|
2023
Q1 | $1.28M | Sell |
20,644
-2,195
| -10% | -$136K | 0.06% | 181 |
|
|
2022
Q4 | $1.45M | Buy |
22,839
+987
| +5% | +$62.8K | 0.07% | 164 |
|
|
2022
Q3 | $1.22M | Buy |
21,852
+851
| +4% | +$47.7K | 0.06% | 176 |
|
|
2022
Q2 | $1.32M | Buy |
21,001
+5,166
| +33% | +$325K | 0.07% | 173 |
|
|
2022
Q1 | $982K | Sell |
15,835
-1,068
| -6% | -$66.2K | 0.05% | 215 |
|
|
2021
Q4 | $1M | Buy |
16,903
+3,234
| +24% | +$192K | 0.05% | 215 |
|
|
2021
Q3 | $717K | Sell |
13,669
-2,658
| -16% | -$139K | 0.04% | 239 |
|
|
2021
Q2 | $883K | Buy |
16,327
+7,336
| +82% | +$397K | 0.05% | 204 |
|
|
2021
Q1 | $474K | Sell |
8,991
-2,041
| -19% | -$108K | 0.04% | 256 |
|
|
2020
Q4 | $605K | Buy |
11,032
+925
| +9% | +$50.7K | 0.05% | 219 |
|
|
2020
Q3 | $499K | Sell |
10,107
-2,336
| -19% | -$115K | 0.04% | 216 |
|
|
2020
Q2 | $556K | Sell |
12,443
-721
| -5% | -$32.2K | 0.05% | 192 |
|
|
2020
Q1 | $583K | Buy |
13,164
+368
| +3% | +$16.3K | 0.06% | 156 |
|
|
2019
Q4 | $708K | Buy |
12,796
+1,718
| +16% | +$95.1K | 0.08% | 147 |
|
|
2019
Q3 | $603K | Buy |
11,078
+150
| +1% | +$8.17K | 0.07% | 152 |
|
|
2019
Q2 | $556K | Buy |
10,928
+1,692
| +18% | +$86.1K | 0.07% | 142 |
|
|
2019
Q1 | $433K | Buy |
9,236
+442
| +5% | +$20.7K | 0.06% | 147 |
|
|
2018
Q4 | $416K | Sell |
8,794
-707
| -7% | -$33.4K | 0.07% | 134 |
|
|
2018
Q3 | $439K | Buy |
9,501
+1,859
| +24% | +$85.9K | 0.08% | 129 |
|
|
2018
Q2 | $335K | Buy |
7,642
+251
| +3% | +$11K | 0.06% | 139 |
|
|
2018
Q1 | $321K | Buy |
7,391
+1,194
| +19% | +$51.9K | 0.06% | 127 |
|
|
2017
Q4 | $284K | Buy |
6,197
+481
| +8% | +$22K | 0.06% | 120 |
|
|
2017
Q3 | $257K | Sell |
5,716
-1,975
| -26% | -$88.8K | 0.06% | 118 |
|
|
2017
Q2 | $345K | Buy |
7,691
+895
| +13% | +$40.1K | 0.08% | 100 |
|
|
2017
Q1 | $288K | Sell |
6,796
-40
| -0.6% | -$1.7K | 0.07% | 103 |
|
|
2016
Q4 | $283K | Sell |
6,836
-250
| -4% | -$10.4K | 0.07% | 104 |
|
|
2016
Q3 | $300K | Buy |
7,086
+210
| +3% | +$8.89K | 0.08% | 90 |
|
|
2016
Q2 | $312K | Sell |
6,876
-316
| -4% | -$14.3K | 0.08% | 88 |
|
|
2016
Q1 | $334K | Buy |
7,192
+552
| +8% | +$25.6K | 0.08% | 85 |
|
|
2015
Q4 | $285K | Sell |
6,640
-2,772
| -29% | -$119K | 0.07% | 87 |
|
|
2015
Q3 | $378K | Buy |
9,412
+2
| +0% | +$80 | 0.09% | 83 |
|
|
2015
Q2 | $369K | Buy |
9,410
+2,827
| +43% | +$111K | 0.09% | 88 |
|
|
2015
Q1 | $267K | Hold |
6,583
| – | – | 0.06% | 88 |
|
|
2014
Q4 | $278K | Buy |
6,583
+4
| +0.1% | +$169 | 0.07% | 85 |
|
|
2014
Q3 | $281K | Buy |
6,579
+3
| +0% | +$128 | 0.07% | 86 |
|
|
2014
Q2 | $279K | Buy |
6,576
+2
| +0% | +$85 | 0.07% | 84 |
|
|
2014
Q1 | $254K | Hold |
6,574
| – | – | 0.07% | 82 |
|
|
2013
Q4 | $272K | Buy |
6,574
+2
| +0% | +$83 | 0.08% | 82 |
|
|
2013
Q3 | $249K | Sell |
6,572
-485
| -7% | -$18.4K | 0.08% | 84 |
|
|
2013
Q2 | $283K | Buy |
+7,057
| New | +$283K | 0.09% | 72 |
|