EPG 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 | $3.78M | Buy |
53,401
+12,287
| +30% | +$869K | 1.13% | 20 |
|
|
2025
Q1 | $2.94M | Buy |
41,114
+20,951
| +104% | +$1.5M | 0.82% | 24 |
|
|
2024
Q4 | $1.26M | Sell |
20,163
-351
| -2% | -$21.9K | 0.33% | 82 |
|
|
2024
Q3 | $1.47M | Buy |
+20,514
| New | +$1.47M | 0.37% | 73 |
|
|
2024
Q2 | – | Sell |
-24,485
| Closed | -$1.5M | – | 70 |
|
|
2024
Q1 | $1.5M | Buy |
24,485
+739
| +3% | +$45.2K | 0.37% | 72 |
|
|
2023
Q4 | $1.41M | Sell |
23,746
-1,630
| -6% | -$96.7K | 0.37% | 69 |
|
|
2023
Q3 | $1.42M | Buy |
25,376
+944
| +4% | +$52.8K | 0.43% | 58 |
|
|
2023
Q2 | $1.47M | Buy |
24,432
+1,589
| +7% | +$95.7K | 0.44% | 54 |
|
|
2023
Q1 | $1.42M | Buy |
22,843
+3,041
| +15% | +$189K | 0.45% | 52 |
|
|
2022
Q4 | $1.26M | Sell |
19,802
-244
| -1% | -$15.5K | 0.48% | 46 |
|
|
2022
Q3 | $1.12M | Buy |
20,046
+274
| +1% | +$15.4K | 0.46% | 50 |
|
|
2022
Q2 | $1.24M | Buy |
+19,772
| New | +$1.24M | 0.53% | 45 |
|
|
2022
Q1 | – | Sell |
-21,179
| Closed | -$1.25M | – | 424 |
|
|
2021
Q4 | $1.25M | Buy |
21,179
+796
| +4% | +$47.1K | 0.44% | 46 |
|
|
2021
Q3 | $1.07M | Buy |
20,383
+2,606
| +15% | +$137K | 0.43% | 50 |
|
|
2021
Q2 | $962K | Buy |
17,777
+61
| +0.3% | +$3.3K | 0.41% | 55 |
|
|
2021
Q1 | $934K | Buy |
17,716
+861
| +5% | +$45.4K | 0.45% | 48 |
|
|
2020
Q4 | $924K | Sell |
16,855
-652
| -4% | -$35.7K | 0.55% | 39 |
|
|
2020
Q3 | $864K | Buy |
17,507
+2,390
| +16% | +$118K | 0.64% | 38 |
|
|
2020
Q2 | $675K | Sell |
15,117
-1,641
| -10% | -$73.3K | 0.48% | 52 |
|
|
2020
Q1 | $742K | Buy |
16,758
+9,553
| +133% | +$423K | 0.54% | 47 |
|
|
2019
Q4 | $399K | Buy |
+7,205
| New | +$399K | 0.29% | 59 |
|