Geneos 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 | $3.33M | Sell |
47,084
-41,868
| -47% | -$2.96M | 0.08% | 287 |
|
|
2025
Q1 | $6.37M | Buy |
88,952
+56,311
| +173% | +$4.03M | 0.09% | 266 |
|
|
2024
Q4 | $2.03M | Buy |
32,641
+190
| +0.6% | +$11.8K | 0.07% | 285 |
|
|
2024
Q3 | $2.33M | Buy |
32,451
+3,236
| +11% | +$233K | 0.09% | 262 |
|
|
2024
Q2 | $1.86M | Sell |
29,215
-8,011
| -22% | -$510K | 0.08% | 259 |
|
|
2024
Q1 | $2.28M | Sell |
37,226
-190
| -0.5% | -$11.6K | 0.1% | 228 |
|
|
2023
Q4 | $2.2M | Sell |
37,416
-3,963
| -10% | -$234K | 0.11% | 217 |
|
|
2023
Q3 | $2.32M | Buy |
41,379
+2,254
| +6% | +$126K | 0.12% | 189 |
|
|
2023
Q2 | $2.36M | Buy |
39,125
+6,202
| +19% | +$373K | 0.12% | 185 |
|
|
2023
Q1 | $2.04M | Buy |
32,923
+938
| +3% | +$58.2K | 0.12% | 195 |
|
|
2022
Q4 | $2.03M | Sell |
31,985
-4,175
| -12% | -$266K | 0.12% | 176 |
|
|
2022
Q3 | $2.03M | Sell |
36,160
-51,598
| -59% | -$2.89M | 0.14% | 161 |
|
|
2022
Q2 | $5.65M | Buy |
87,758
+19,181
| +28% | +$1.23M | 0.28% | 78 |
|
|
2022
Q1 | $4.25M | Sell |
68,577
-8,868
| -11% | -$550K | 0.18% | 135 |
|
|
2021
Q4 | $4.59M | Sell |
77,445
-1,088
| -1% | -$64.4K | 0.17% | 135 |
|
|
2021
Q3 | $4.16M | Sell |
78,533
-304
| -0.4% | -$16.1K | 0.16% | 151 |
|
|
2021
Q2 | $4.27M | Sell |
78,837
-22,991
| -23% | -$1.25M | 0.17% | 144 |
|
|
2021
Q1 | $5.51M | Buy |
101,828
+839
| +0.8% | +$45.4K | 0.15% | 158 |
|
|
2020
Q4 | $4.57M | Buy |
100,989
+29,221
| +41% | +$1.32M | 0.18% | 137 |
|
|
2020
Q3 | $3.5M | Sell |
71,768
-5,519
| -7% | -$269K | 0.18% | 132 |
|
|
2020
Q2 | $3.37M | Buy |
77,287
+1,327
| +2% | +$57.8K | 0.19% | 126 |
|
|
2020
Q1 | $3.27M | Buy |
75,960
+4,090
| +6% | +$176K | 0.22% | 108 |
|
|
2019
Q4 | $3.98M | Buy |
71,870
+1,518
| +2% | +$84K | 0.21% | 124 |
|
|
2019
Q3 | $3.82M | Buy |
70,352
+3,232
| +5% | +$175K | 0.23% | 110 |
|
|
2019
Q2 | $3.42M | Buy |
67,120
+1,790
| +3% | +$91.1K | 0.21% | 119 |
|
|
2019
Q1 | $3.06M | Buy |
65,330
+9,320
| +17% | +$437K | 0.2% | 135 |
|
|
2018
Q4 | $2.64M | Sell |
56,010
-4,075
| -7% | -$192K | 0.2% | 134 |
|
|
2018
Q3 | $2.78M | Buy |
60,085
+1,630
| +3% | +$75.3K | 0.18% | 145 |
|
|
2018
Q2 | $2.56M | Sell |
58,455
-4,117
| -7% | -$181K | 0.2% | 126 |
|
|
2018
Q1 | $2.72M | Sell |
62,572
-4,115
| -6% | -$179K | 0.24% | 111 |
|
|
2017
Q4 | $3.06M | Sell |
66,687
-6,509
| -9% | -$299K | 0.27% | 95 |
|
|
2017
Q3 | $3.29M | Sell |
73,196
-94
| -0.1% | -$4.23K | 0.33% | 87 |
|
|
2017
Q2 | $3.29M | Sell |
73,290
-6,723
| -8% | -$302K | 0.34% | 81 |
|
|
2017
Q1 | $3.4M | Sell |
80,013
-52,651
| -40% | -$2.23M | 0.35% | 75 |
|
|
2016
Q4 | $5.5M | Buy |
132,664
+20,635
| +18% | +$855K | 0.73% | 30 |
|
|
2016
Q3 | $4.74M | Buy |
112,029
+38,092
| +52% | +$1.61M | 0.64% | 36 |
|
|
2016
Q2 | $3.34M | Sell |
73,937
-787
| -1% | -$35.5K | 0.48% | 46 |
|
|
2016
Q1 | $3.5M | Buy |
+74,724
| New | +$3.5M | 0.53% | 38 |
|